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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 | $7,317 | $82,630-91.1% | $64,105-88.6% | $125,389-94.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -2.51% | 1489.72%-1492.2pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,344 | $2,671-12.2% | $1,820+28.8% | $4,866-51.8% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $26 | $6,382-99.6% | $4,499-99.4% | $9,541-99.7% |