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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 | $5,450 | $114,093-95.2% | $96,171-94.3% | $167,536-96.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $547 | $3,429-84.0% | $2,799-80.4% | $4,839-88.7% |
| Participant deferral / active EE | $2,174 | $5,197-58.2% | $4,350-50.0% | $6,342-65.7% |
| Admin fee / account holder | $21 | $6,899-99.7% | $5,538-99.6% | $12,315-99.8% |