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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 | $7,676 | $103,000-92.5% | $90,300-91.5% | $152,885-95.0% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.5%-51.2pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $774 | $3,138-75.3% | $2,854-72.9% | $4,763-83.7% |
| Participant deferral / active EE | $2,338 | $4,281-45.4% | $3,884-39.8% | $5,851-60.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |