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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 | $1,828 | $110,551-98.3% | $80,741-97.7% | $167,518-98.9% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 4.99% | 120.57%-115.6pp | 87.30%-82.3pp | 478.71%-473.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,119 | $2,870-61.0% | $2,145-47.8% | $6,342-82.4% |
| Admin fee / account holder | $4 | $4,547-99.9% | $3,380-99.9% | $12,312-100.0% |