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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 | $3,090 | $93,117-96.7% | $77,096-96.0% | $134,532-97.7% |
| Participation rate | 54.5% | 74.5%-20.0pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $637 | $3,420-81.4% | $2,814-77.4% | $4,741-86.6% |
| Participant deferral / active EE | $1,108 | $5,241-78.9% | $4,429-75.0% | $6,401-82.7% |
| Admin fee / account holder | $2 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |