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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 | $6,595 | $114,130-94.2% | $96,192-93.1% | $167,553-96.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $489 | $3,431-85.7% | $2,799-82.5% | $4,840-89.9% |
| Participant deferral / active EE | $3,371 | $5,198-35.1% | $4,351-22.5% | $6,343-46.9% |
| Admin fee / account holder | $27 | $6,901-99.6% | $5,539-99.5% | $12,316-99.8% |