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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 | $3,783 | $49,896-92.4% | $80,627-95.3% | $75,173-95.0% |
| Participation rate | 54.2% | 55.3%-1.1pp | 67.0%-12.8pp | 67.2%-13.0pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.76%-936.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $809 | $1,699-52.4% | $2,723-70.3% | $2,671-69.7% |
| Participant deferral / active EE | $1,359 | $2,992-54.6% | $4,443-69.4% | $4,126-67.1% |
| Admin fee / account holder | $41 | $3,578-98.8% | $5,381-99.2% | $5,651-99.3% |