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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 | $2,933 | $95,975-96.9% | $74,549-96.1% | $135,379-97.8% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $384 | $2,716-85.9% | $1,961-80.4% | $4,779-92.0% |
| Participant deferral / active EE | $1,528 | $3,844-60.3% | $3,108-50.8% | $5,609-72.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |