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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 | $3,436 | $92,684-96.3% | $82,706-95.8% | $134,509-97.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $479 | $3,272-85.4% | $3,007-84.1% | $4,741-89.9% |
| Participant deferral / active EE | $1,439 | $4,800-70.0% | $4,394-67.3% | $6,400-77.5% |
| Admin fee / account holder | $1 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |