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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 | $3,804 | $65,555-94.2% | $86,216-95.6% | $75,173-94.9% |
| Participation rate | 67.7% | 60.5%+7.3pp | 69.0%-1.2pp | 67.2%+0.5pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,397 | $1,553-10.1% | $2,382-41.3% | $2,671-47.7% |
| Participant deferral / active EE | $1,511 | $3,023-50.0% | $3,986-62.1% | $4,126-63.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |