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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 | $5,738 | $103,038-94.4% | $90,324-93.6% | $152,909-96.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $352 | $3,141-88.8% | $2,856-87.7% | $4,764-92.6% |
| Participant deferral / active EE | $780 | $4,282-81.8% | $3,885-79.9% | $5,851-86.7% |
| Admin fee / account holder | $17 | $6,177-99.7% | $5,356-99.7% | $11,601-99.9% |