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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 | $5,590 | $84,685-93.4% | $73,836-92.4% | $125,389-95.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.26% | 3123.80%-3127.1pp | 2268.06%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $945 | $3,123-69.7% | $2,787-66.1% | $4,866-80.6% |
| Participant deferral / active EE | $1,181 | $3,993-70.4% | $3,583-67.0% | $5,352-77.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |