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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 | $8,003 | $57,305-86.0% | $86,640-90.8% | $75,173-89.4% |
| Participation rate | 54.0% | 63.2%-9.2pp | 71.7%-17.7pp | 67.2%-13.2pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $946 | $2,316-59.1% | $3,024-68.7% | $2,671-64.6% |
| Participant deferral / active EE | $1,614 | $3,320-51.4% | $4,438-63.6% | $4,126-60.9% |
| Admin fee / account holder | $66 | $4,116-98.4% | $5,616-98.8% | $5,651-98.8% |