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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 | $4,452 | $88,603-95.0% | $69,890-93.6% | $134,545-96.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $996 | $3,236-69.2% | $2,560-61.1% | $4,742-79.0% |
| Participant deferral / active EE | $1,317 | $4,771-72.4% | $3,848-65.8% | $6,401-79.4% |
| Admin fee / account holder | $274 | $10,443-97.4% | $6,267-95.6% | $11,431-97.6% |