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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 | $5,221 | $104,953-95.0% | $84,637-93.8% | $152,909-96.6% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.5%-18.8pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $791 | $3,304-76.1% | $2,653-70.2% | $4,764-83.4% |
| Participant deferral / active EE | $2,525 | $4,691-46.2% | $3,900-35.3% | $5,851-56.9% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |