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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 | $7,696 | $114,119-93.3% | $107,187-92.8% | $138,895-94.5% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.5pp | 79.9%-36.4pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,164 | $4,059-71.3% | $3,782-69.2% | $4,194-72.2% |
| Participant deferral / active EE | $2,160 | $5,538-61.0% | $5,096-57.6% | $6,396-66.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |