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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 | $6,346 | $138,076-95.4% | $123,553-94.9% | $135,380-95.3% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $896 | $5,152-82.6% | $4,628-80.6% | $4,779-81.2% |
| Participant deferral / active EE | $3,607 | $6,800-47.0% | $6,426-43.9% | $5,609-35.7% |
| Admin fee / account holder | $57 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |