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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 | $8,192 | $103,008-92.0% | $90,304-90.9% | $152,897-94.6% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $374 | $3,139-88.1% | $2,855-86.9% | $4,764-92.1% |
| Participant deferral / active EE | $2,020 | $4,281-52.8% | $3,885-48.0% | $5,851-65.5% |
| Admin fee / account holder | $14 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |