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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 | $8,338 | $106,008-92.1% | $92,240-91.0% | $147,586-94.4% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $961 | $4,333-77.8% | $3,680-73.9% | $4,876-80.3% |
| Participant deferral / active EE | $1,726 | $4,478-61.4% | $3,897-55.7% | $5,439-68.3% |
| Admin fee / account holder | $9 | $6,333-99.9% | $5,194-99.8% | $10,886-99.9% |