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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 | $6,368 | $106,008-94.0% | $92,240-93.1% | $147,586-95.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,381 | $4,333-68.1% | $3,680-62.5% | $4,876-71.7% |
| Participant deferral / active EE | $3,174 | $4,478-29.1% | $3,897-18.6% | $5,439-41.6% |
| Admin fee / account holder | $79 | $6,333-98.8% | $5,194-98.5% | $10,886-99.3% |