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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 | $9,785 | $102,632-90.5% | $81,988-88.1% | $158,950-93.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $704 | $3,241-78.3% | $2,498-71.8% | $4,762-85.2% |
| Participant deferral / active EE | $3,520 | $4,649-24.3% | $3,722-5.4% | $5,983-41.2% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |