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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 | $4,237 | $114,093-96.3% | $96,171-95.6% | $167,536-97.5% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.7pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $525 | $3,429-84.7% | $2,799-81.3% | $4,839-89.2% |
| Participant deferral / active EE | $1,007 | $5,197-80.6% | $4,350-76.9% | $6,342-84.1% |
| Admin fee / account holder | $57 | $6,899-99.2% | $5,538-99.0% | $12,315-99.5% |