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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 | $15,703 | $112,131-86.0% | $95,964-83.6% | $158,982-90.1% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $879 | $3,199-72.5% | $2,541-65.4% | $4,763-81.5% |
| Participant deferral / active EE | $3,805 | $4,784-20.5% | $4,167-8.7% | $5,983-36.4% |
| Admin fee / account holder | $48 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |