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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 | $3,520 | $103,038-96.6% | $90,324-96.1% | $152,909-97.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $924 | $3,141-70.6% | $2,856-67.6% | $4,764-80.6% |
| Participant deferral / active EE | $1,153 | $4,282-73.1% | $3,885-70.3% | $5,851-80.3% |
| Admin fee / account holder | $15 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |