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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 | $7,657 | $115,780-93.4% | $101,255-92.4% | $158,931-95.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.48%-46.5pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,124 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $2,884 | $4,958-41.8% | $4,370-34.0% | $5,982-51.8% |
| Admin fee / account holder | $43 | $7,246-99.4% | $5,946-99.3% | $11,247-99.6% |