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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 | $8,070 | $114,130-92.9% | $96,192-91.6% | $167,553-95.2% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $341 | $3,431-90.0% | $2,799-87.8% | $4,840-92.9% |
| Participant deferral / active EE | $3,955 | $5,198-23.9% | $4,351-9.1% | $6,343-37.6% |
| Admin fee / account holder | $5 | $6,901-99.9% | $5,539-99.9% | $12,316-100.0% |