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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 | $10,303 | $154,159-93.3% | $130,026-92.1% | $139,456-92.6% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.2pp | 80.3%-24.1pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,178 | $5,292-58.8% | $4,321-49.6% | $4,753-54.2% |
| Participant deferral / active EE | $4,323 | $6,710-35.6% | $5,821-25.7% | $6,711-35.6% |
| Admin fee / account holder | $77 | $14,001-99.4% | $10,608-99.3% | $11,407-99.3% |