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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 | $4,854 | $103,000-95.3% | $90,300-94.6% | $152,885-96.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $655 | $3,138-79.1% | $2,854-77.1% | $4,763-86.3% |
| Participant deferral / active EE | $2,882 | $4,281-32.7% | $3,884-25.8% | $5,851-50.7% |
| Admin fee / account holder | $11 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |