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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 | $4,096 | $106,008-96.1% | $92,240-95.6% | $147,586-97.2% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $791 | $4,333-81.7% | $3,680-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $1,164 | $4,478-74.0% | $3,897-70.1% | $5,439-78.6% |
| Admin fee / account holder | $47 | $6,333-99.3% | $5,194-99.1% | $10,886-99.6% |