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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 | $12,417 | $77,157-83.9% | $108,405-88.5% | $85,847-85.5% |
| Participation rate | 27.9% | 74.7%-46.8pp | 80.1%-52.2pp | 69.3%-41.4pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,424 | $5,567-38.5% | $6,563-47.8% | $3,952-13.4% |
| Admin fee / account holder | $0 | $5,174-100.0% | $7,297-100.0% | $6,261-100.0% |