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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 | $2,004 | $154,754-98.7% | $124,206-98.4% | $138,895-98.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 0.00% | 709.28%-709.3pp | 515.27%-515.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $368 | $4,446-91.7% | $3,540-89.6% | $4,194-91.2% |
| Participant deferral / active EE | $601 | $4,621-87.0% | $3,968-84.8% | $6,396-90.6% |
| Admin fee / account holder | $1 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |