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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 | $8,412 | $102,638-91.8% | $81,982-89.7% | $158,982-94.7% |
| Participation rate | 54.5% | 75.5%-21.0pp | 69.3%-14.7pp | 82.0%-27.4pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $811 | $3,241-75.0% | $2,498-67.6% | $4,763-83.0% |
| Participant deferral / active EE | $3,127 | $4,649-32.7% | $3,722-16.0% | $5,983-47.7% |
| Admin fee / account holder | $110 | $8,237-98.7% | $5,665-98.1% | $11,252-99.0% |