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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 | $5,685 | $92,684-93.9% | $82,706-93.1% | $134,509-95.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $485 | $3,272-85.2% | $3,007-83.9% | $4,741-89.8% |
| Participant deferral / active EE | $2,703 | $4,800-43.7% | $4,394-38.5% | $6,400-57.8% |
| Admin fee / account holder | $25 | $5,982-99.6% | $5,329-99.5% | $11,427-99.8% |