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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 | $7,060 | $84,713-91.7% | $75,717-90.7% | $167,518-95.8% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.8%-39.8pp | 82.1%-47.1pp |
| Annual return | 0.00% | 199.49%-199.5pp | 104.58%-104.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $540 | $3,229-83.3% | $2,743-80.3% | $4,838-88.8% |
| Participant deferral / active EE | $1,732 | $4,578-62.2% | $3,821-54.7% | $6,342-72.7% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |