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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 | $5,004 | $136,214-96.3% | $98,775-94.9% | $167,536-97.0% |
| Participation rate | 37.5% | 70.2%-32.7pp | 65.7%-28.2pp | 82.1%-44.6pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.92%-49.9pp | 478.82%-478.8pp |
| Employer contribution / active EE | $185 | $2,631-93.0% | $2,067-91.0% | $4,839-96.2% |
| Participant deferral / active EE | $1,659 | $3,716-55.4% | $3,035-45.3% | $6,342-73.8% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,315-100.0% |