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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 | $6,789 | $107,941-93.7% | $91,994-92.6% | $152,897-95.6% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,036 | $4,212-51.7% | $3,453-41.0% | $4,764-57.3% |
| Participant deferral / active EE | $4,286 | $6,366-32.7% | $5,924-27.6% | $5,851-26.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |