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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 | $3,723 | $133,998-97.2% | $112,263-96.7% | $134,545-97.2% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,411 | $5,292-54.4% | $4,729-49.0% | $6,401-62.3% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |