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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 | $7,021 | $103,008-93.2% | $90,304-92.2% | $152,897-95.4% |
| Participation rate | 31.6% | 75.9%-44.3pp | 73.3%-41.7pp | 82.5%-50.9pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $938 | $3,139-70.1% | $2,855-67.1% | $4,764-80.3% |
| Participant deferral / active EE | $1,199 | $4,281-72.0% | $3,885-69.1% | $5,851-79.5% |
| Admin fee / account holder | $39 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |