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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 | $4,395 | $232,540-98.1% | $185,117-97.6% | $147,586-97.0% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.8pp | 82.8%-37.4pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $449 | $5,195-91.4% | $4,182-89.3% | $4,876-90.8% |
| Participant deferral / active EE | $1,910 | $5,834-67.3% | $5,045-62.1% | $5,439-64.9% |
| Admin fee / account holder | $9 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |