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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 | $3,617 | $112,935-96.8% | $90,970-96.0% | $158,966-97.7% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $903 | $2,895-68.8% | $2,122-57.5% | $4,762-81.0% |
| Participant deferral / active EE | $1,113 | $4,129-73.0% | $3,373-67.0% | $5,983-81.4% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |