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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 | $14,470 | $125,190-88.4% | $105,624-86.3% | $145,897-90.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 0.00% | 225.22%-225.2pp | 116.20%-116.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,422 | $5,716+152.3% | $5,013+187.7% | $6,689+115.6% |
| Admin fee / account holder | $231 | $17,138-98.7% | $10,961-97.9% | $13,390-98.3% |