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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 | $6,790 | $147,727-95.4% | $115,756-94.1% | $134,532-95.0% |
| Participation rate | 56.5% | 80.4%-23.9pp | 77.1%-20.6pp | 81.2%-24.7pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,363 | $4,713-71.1% | $3,793-64.1% | $4,741-71.3% |
| Participant deferral / active EE | $2,766 | $7,563-63.4% | $6,254-55.8% | $6,401-56.8% |
| Admin fee / account holder | $1 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |