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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 | $2,803 | $81,664-96.6% | $70,476-96.0% | $158,966-98.2% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $575 | $3,219-82.1% | $2,738-79.0% | $4,762-87.9% |
| Participant deferral / active EE | $1,380 | $4,556-69.7% | $3,710-62.8% | $5,983-76.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |