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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 | $4,055 | $106,551-96.2% | $91,225-95.6% | $134,532-97.0% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,427 | $3,331-57.2% | $2,851-49.9% | $4,741-69.9% |
| Participant deferral / active EE | $1,817 | $4,718-61.5% | $4,233-57.1% | $6,401-71.6% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |