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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 | $3,178 | $100,139-96.8% | $85,187-96.3% | $145,884-97.8% |
| Participation rate | 54.2% | 74.1%-19.9pp | 67.5%-13.4pp | 80.3%-26.1pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $559 | $3,238-82.8% | $2,732-79.6% | $4,662-88.0% |
| Participant deferral / active EE | $1,141 | $5,296-78.5% | $4,525-74.8% | $6,690-82.9% |
| Admin fee / account holder | $4 | $7,262-99.9% | $6,162-99.9% | $13,392-100.0% |