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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 | $1,196 | $152,591-99.2% | $117,529-99.0% | $134,545-99.1% |
| Participation rate | 52.9% | 77.1%-24.2pp | 70.6%-17.7pp | 81.2%-28.3pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $324 | $5,576-94.2% | $4,179-92.2% | $4,742-93.2% |
| Participant deferral / active EE | $391 | $4,821-91.9% | $4,072-90.4% | $6,401-93.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |