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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 | $6,239 | $100,203-93.8% | $85,240-92.7% | $145,897-95.7% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $531 | $3,242-83.6% | $2,735-80.6% | $4,663-88.6% |
| Participant deferral / active EE | $1,943 | $5,299-63.3% | $4,527-57.1% | $6,689-71.0% |
| Admin fee / account holder | $15 | $7,265-99.8% | $6,165-99.8% | $13,390-99.9% |