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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 | $7,480 | $49,199-84.8% | $121,204-93.8% | $75,173-90.0% |
| Participation rate | 64.0% | 55.4%+8.6pp | 69.5%-5.5pp | 67.2%-3.2pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $871 | $1,547-43.7% | $4,170-79.1% | $2,671-67.4% |
| Participant deferral / active EE | $1,228 | $2,630-53.3% | $4,083-69.9% | $4,126-70.2% |
| Admin fee / account holder | $78 | $3,946-98.0% | $5,651-98.6% | $5,651-98.6% |