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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 | $4,344 | $73,546-94.1% | $63,018-93.1% | $147,586-97.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,020 | $4,185-51.7% | $3,330-39.3% | $5,439-62.9% |
| Admin fee / account holder | $115 | $5,956-98.1% | $3,601-96.8% | $10,886-98.9% |