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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 | $7,197 | $103,000-93.0% | $90,300-92.0% | $152,885-95.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $802 | $3,138-74.5% | $2,854-71.9% | $4,763-83.2% |
| Participant deferral / active EE | $3,159 | $4,281-26.2% | $3,884-18.7% | $5,851-46.0% |
| Admin fee / account holder | $10 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |