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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 | $3,042 | $90,606-96.6% | $79,466-96.2% | $135,379-97.8% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $185 | $3,068-94.0% | $2,800-93.4% | $4,779-96.1% |
| Participant deferral / active EE | $1,566 | $4,050-61.3% | $3,704-57.7% | $5,609-72.1% |
| Admin fee / account holder | $2 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |