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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 | $6,739 | $135,639-95.0% | $110,241-93.9% | $135,382-95.0% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,634 | $5,507-52.2% | $4,672-43.6% | $5,609-53.0% |
| Admin fee / account holder | $31 | $11,457-99.7% | $8,548-99.6% | $10,829-99.7% |