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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 | $1,126 | $176,402-99.4% | $134,162-99.2% | $158,982-99.3% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $321 | $5,042-93.6% | $3,705-91.3% | $4,763-93.3% |
| Participant deferral / active EE | $505 | $4,093-87.7% | $3,500-85.6% | $5,983-91.6% |
| Admin fee / account holder | $3 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |