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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 | $5,954 | $106,551-94.4% | $91,225-93.5% | $134,532-95.6% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,585 | $3,331-52.4% | $2,851-44.4% | $4,741-66.6% |
| Participant deferral / active EE | $1,600 | $4,718-66.1% | $4,233-62.2% | $6,401-75.0% |
| Admin fee / account holder | $41 | $6,234-99.4% | $5,422-99.3% | $11,429-99.6% |