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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 | $6,861 | $43,423-84.2% | $78,676-91.3% | $55,167-87.6% |
| Participation rate | 55.9% | 68.0%-12.1pp | 73.6%-17.6pp | 69.0%-13.1pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $936 | $2,509-62.7% | $3,517-73.4% | $3,054-69.3% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |