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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 | $4,147 | $129,959-96.8% | $104,301-96.0% | $134,532-96.9% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,074 | $5,589-45.0% | $4,626-33.5% | $6,401-52.0% |
| Admin fee / account holder | $47 | $9,325-99.5% | $7,340-99.4% | $11,429-99.6% |