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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 | $3,884 | $109,372-96.4% | $89,414-95.7% | $158,966-97.6% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.0%-21.3pp | 82.0%-35.3pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $545 | $3,171-82.8% | $2,586-78.9% | $4,762-88.6% |
| Participant deferral / active EE | $1,238 | $4,598-73.1% | $3,890-68.2% | $5,983-79.3% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |