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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 | $6,068 | $96,643-93.7% | $86,617-93.0% | $139,456-95.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,885 | $3,264-42.3% | $3,023-37.7% | $4,753-60.3% |
| Participant deferral / active EE | $1,885 | $4,835-61.0% | $4,437-57.5% | $6,711-71.9% |
| Admin fee / account holder | $56 | $6,406-99.1% | $5,613-99.0% | $11,407-99.5% |