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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 | $5,451 | $107,030-94.9% | $73,550-92.6% | $147,586-96.3% |
| Participation rate | 37.5% | 66.4%-28.9pp | 54.9%-17.4pp | 82.8%-45.3pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $210 | $1,760-88.1% | $1,219-82.8% | $4,876-95.7% |
| Participant deferral / active EE | $1,688 | $2,458-31.4% | $1,804-6.5% | $5,439-69.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |