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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 | $3,788 | $152,542-97.5% | $117,498-96.8% | $134,509-97.2% |
| Participation rate | 27.3% | 77.1%-49.8pp | 70.6%-43.3pp | 81.2%-54.0pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $432 | $5,574-92.3% | $4,178-89.7% | $4,741-90.9% |
| Participant deferral / active EE | $605 | $4,819-87.5% | $4,071-85.1% | $6,400-90.6% |
| Admin fee / account holder | $21 | $7,006-99.7% | $5,646-99.6% | $11,427-99.8% |