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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 | $9,991 | $99,644-90.0% | $86,438-88.4% | $134,532-92.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,298 | $4,402-47.8% | $3,769-39.0% | $4,741-51.5% |
| Participant deferral / active EE | $4,846 | $7,247-33.1% | $6,952-30.3% | $6,401-24.3% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |