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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 | $16,386 | $102,385-84.0% | $147,080-88.9% | $80,935-79.8% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,750 | $3,717-52.9% | $4,933-64.5% | $2,757-36.5% |
| Participant deferral / active EE | $2,771 | $6,651-58.3% | $8,066-65.7% | $4,299-35.6% |
| Admin fee / account holder | $72 | $7,951-99.1% | $12,989-99.4% | $6,924-99.0% |