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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 | $1,605 | $92,684-98.3% | $82,706-98.1% | $134,509-98.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -9.27% | 945.84%-955.1pp | 701.76%-711.0pp | 418.13%-427.4pp |
| Employer contribution / active EE | $1,227 | $3,272-62.5% | $3,007-59.2% | $4,741-74.1% |
| Participant deferral / active EE | $1,860 | $4,800-61.2% | $4,394-57.7% | $6,400-70.9% |
| Admin fee / account holder | $106 | $5,982-98.2% | $5,329-98.0% | $11,427-99.1% |