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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 | $8,646 | $97,761-91.2% | $83,850-89.7% | $135,382-93.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,284 | $4,222-45.9% | $3,631-37.1% | $4,779-52.2% |
| Participant deferral / active EE | $3,915 | $4,682-16.4% | $4,082-4.1% | $5,609-30.2% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,829-99.8% |