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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 | $2,273 | $157,307-98.6% | $141,200-98.4% | $152,914-98.5% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.48%-345.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,144 | $7,111-55.8% | $6,710-53.1% | $5,852-46.3% |
| Admin fee / account holder | $40 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |