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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 | $14,024 | $63,346-77.9% | $92,239-84.8% | $70,124-80.0% |
| Participation rate | 48.6% | 68.7%-20.1pp | 76.5%-27.9pp | 69.5%-21.0pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,302 | $2,471-47.3% | $3,680-64.6% | $2,342-44.4% |
| Participant deferral / active EE | $1,992 | $2,854-30.2% | $3,897-48.9% | $3,332-40.2% |
| Admin fee / account holder | $33 | $3,841-99.1% | $5,194-99.4% | $4,645-99.3% |