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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 | $6,197 | $84,708-92.7% | $75,714-91.8% | $167,536-96.3% |
| Participation rate | 38.9% | 77.8%-38.9pp | 74.8%-35.9pp | 82.1%-43.2pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $455 | $3,231-85.9% | $2,744-83.4% | $4,839-90.6% |
| Participant deferral / active EE | $1,847 | $4,577-59.7% | $3,820-51.7% | $6,342-70.9% |
| Admin fee / account holder | $239 | $5,358-95.5% | $3,619-93.4% | $12,315-98.1% |