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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 | $6,958 | $97,761-92.9% | $83,850-91.7% | $135,382-94.9% |
| Participation rate | 35.3% | 80.0%-44.7pp | 76.1%-40.9pp | 82.6%-47.3pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $942 | $4,222-77.7% | $3,631-74.0% | $4,779-80.3% |
| Participant deferral / active EE | $2,185 | $4,682-53.3% | $4,082-46.5% | $5,609-61.0% |
| Admin fee / account holder | $73 | $6,674-98.9% | $5,478-98.7% | $10,829-99.3% |