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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 | $4,816 | $106,003-95.5% | $92,236-94.8% | $147,585-96.7% |
| Participation rate | 55.0% | 80.4%-25.4pp | 76.5%-21.5pp | 82.8%-27.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $763 | $4,333-82.4% | $3,679-79.3% | $4,876-84.3% |
| Participant deferral / active EE | $1,780 | $4,478-60.3% | $3,897-54.3% | $5,439-67.3% |
| Admin fee / account holder | $8 | $6,333-99.9% | $5,194-99.9% | $10,885-99.9% |