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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 | $8,467 | $108,695-92.2% | $74,722-88.7% | $152,897-94.5% |
| Participation rate | 21.1% | 65.4%-44.3pp | 54.5%-33.4pp | 82.5%-61.4pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,129 | $1,504-25.0% | $1,084+4.1% | $4,764-76.3% |
| Participant deferral / active EE | $627 | $2,712-76.9% | $1,963-68.1% | $5,851-89.3% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |