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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 | $3,323 | $84,708-96.1% | $75,714-95.6% | $167,536-98.0% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.8%-39.5pp | 82.1%-46.8pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,316 | $3,231-28.3% | $2,744-15.6% | $4,839-52.1% |
| Participant deferral / active EE | $3,004 | $4,577-34.4% | $3,820-21.4% | $6,342-52.6% |
| Admin fee / account holder | $18 | $5,358-99.7% | $3,619-99.5% | $12,315-99.9% |