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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 | $4,380 | $96,361-95.5% | $80,607-94.6% | $139,456-96.9% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $826 | $3,262-74.7% | $2,724-69.7% | $4,753-82.6% |
| Participant deferral / active EE | $1,639 | $5,232-68.7% | $4,448-63.1% | $6,711-75.6% |
| Admin fee / account holder | $144 | $6,601-97.8% | $5,379-97.3% | $11,407-98.7% |