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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 | $3,601 | $106,008-96.6% | $92,240-96.1% | $147,586-97.6% |
| Participation rate | 54.2% | 80.4%-26.2pp | 76.5%-22.3pp | 82.8%-28.7pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,029 | $4,333-76.3% | $3,680-72.0% | $4,876-78.9% |
| Participant deferral / active EE | $1,235 | $4,478-72.4% | $3,897-68.3% | $5,439-77.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |