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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 | $2,600 | $95,979-97.3% | $74,551-96.5% | $135,380-98.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $392 | $2,716-85.6% | $1,961-80.0% | $4,779-91.8% |
| Participant deferral / active EE | $979 | $3,844-74.5% | $3,108-68.5% | $5,609-82.6% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |