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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 | $5,119 | $105,158-95.1% | $94,672-94.6% | $139,487-96.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,839 | $4,107-6.5% | $3,673+4.5% | $4,755-19.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |