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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 | $5,840 | $81,664-92.8% | $70,476-91.7% | $158,966-96.3% |
| Participation rate | 30.4% | 77.7%-47.3pp | 75.1%-44.6pp | 82.0%-51.5pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,201 | $3,219-62.7% | $2,738-56.1% | $4,762-74.8% |
| Participant deferral / active EE | $1,447 | $4,556-68.2% | $3,710-61.0% | $5,983-75.8% |
| Admin fee / account holder | $49 | $6,197-99.2% | $3,847-98.7% | $11,250-99.6% |