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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 | $6,882 | $107,363-93.6% | $92,909-92.6% | $152,897-95.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $883 | $4,222-79.1% | $3,653-75.8% | $4,764-81.5% |
| Participant deferral / active EE | $3,076 | $4,848-36.5% | $4,238-27.4% | $5,851-47.4% |
| Admin fee / account holder | $74 | $7,082-99.0% | $5,795-98.7% | $11,599-99.4% |