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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 | $4,143 | $99,079-95.8% | $78,002-94.7% | $273,972-98.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $625 | $3,308-81.1% | $2,470-74.7% | $4,869-87.2% |
| Participant deferral / active EE | $1,428 | $4,306-66.8% | $3,497-59.2% | $5,287-73.0% |
| Admin fee / account holder | $1 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |