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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 | $6,203 | $104,937-94.1% | $84,628-92.7% | $152,897-95.9% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $924 | $3,303-72.0% | $2,653-65.2% | $4,764-80.6% |
| Participant deferral / active EE | $2,974 | $4,690-36.6% | $3,900-23.8% | $5,851-49.2% |
| Admin fee / account holder | $21 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |