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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 | $5,134 | $106,003-95.2% | $92,236-94.4% | $147,585-96.5% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,131 | $4,333-73.9% | $3,679-69.3% | $4,876-76.8% |
| Participant deferral / active EE | $1,666 | $4,478-62.8% | $3,897-57.3% | $5,439-69.4% |
| Admin fee / account holder | $196 | $6,333-96.9% | $5,194-96.2% | $10,885-98.2% |