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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 | $5,523 | $110,551-95.0% | $80,741-93.2% | $167,536-96.7% |
| Participation rate | 54.5% | 64.0%-9.4pp | 54.2%+0.4pp | 82.1%-27.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $442 | $1,543-71.4% | $1,160-61.9% | $4,839-90.9% |
| Participant deferral / active EE | $2,581 | $2,870-10.1% | $2,145+20.3% | $6,342-59.3% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |