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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 | $7,448 | $95,416-92.2% | $185,818-96.0% | $85,854-91.3% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.06%-122.1pp | 318.56%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,564 | $3,424-25.1% | $5,568-54.0% | $3,952-35.1% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,239-99.9% | $6,260-99.9% |