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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 | $3,453 | $88,585-96.1% | $69,884-95.1% | $134,532-97.4% |
| Participation rate | 55.6% | 74.9%-19.3pp | 70.5%-14.9pp | 81.2%-25.7pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $354 | $3,235-89.1% | $2,560-86.2% | $4,741-92.5% |
| Participant deferral / active EE | $1,572 | $4,770-67.0% | $3,848-59.1% | $6,401-75.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |