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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 | $11,295 | $48,570-76.7% | $130,660-91.4% | $72,976-84.5% |
| Participation rate | 14.3% | 58.6%-44.3pp | 71.7%-57.5pp | 69.5%-55.2pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,442 | $1,334+83.0% | $4,092-40.3% | $2,440+0.1% |
| Participant deferral / active EE | $8,110 | $2,384+240.2% | $3,603+125.1% | $3,608+124.8% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,463-99.7% | $5,124-99.6% |