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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 | $4,982 | $114,047-95.6% | $96,144-94.8% | $167,497-97.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 189.89%-189.9pp | 191.96%-192.0pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,600 | $3,427-53.3% | $2,797-42.8% | $4,838-66.9% |
| Participant deferral / active EE | $1,722 | $5,194-66.8% | $4,349-60.4% | $6,341-72.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |