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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 | $5,047 | $90,617-94.4% | $79,476-93.6% | $135,382-96.3% |
| Participation rate | 42.9% | 76.1%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $714 | $3,068-76.7% | $2,800-74.5% | $4,779-85.1% |
| Participant deferral / active EE | $1,428 | $4,050-64.7% | $3,704-61.5% | $5,609-74.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |