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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 | $4,020 | $73,518-94.5% | $63,003-93.6% | $147,585-97.3% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.8%-39.5pp | 82.8%-47.5pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.56%-578.6pp |
| Employer contribution / active EE | $486 | $3,322-85.4% | $2,760-82.4% | $4,876-90.0% |
| Participant deferral / active EE | $843 | $4,183-79.8% | $3,329-74.7% | $5,439-84.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |