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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 | $6,620 | $84,708-92.2% | $75,714-91.3% | $167,536-96.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,222 | $4,577-51.5% | $3,820-41.8% | $6,342-65.0% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |