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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,691 | $82,630-85.9% | $64,105-81.8% | $125,389-90.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,375 | $2,671-48.5% | $1,820-24.4% | $4,866-71.7% |
| Participant deferral / active EE | $7,418 | $3,608+105.6% | $2,822+162.9% | $5,352+38.6% |
| Admin fee / account holder | $43 | $6,382-99.3% | $4,499-99.1% | $9,541-99.6% |