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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 | $5,503 | $118,869-95.4% | $96,575-94.3% | $167,518-96.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $738 | $3,120-76.4% | $2,357-68.7% | $4,838-84.8% |
| Participant deferral / active EE | $1,929 | $4,616-58.2% | $3,849-49.9% | $6,342-69.6% |
| Admin fee / account holder | $28 | $8,067-99.7% | $6,182-99.5% | $12,312-99.8% |