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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 | $7,053 | $107,363-93.4% | $92,909-92.4% | $152,897-95.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $832 | $4,222-80.3% | $3,653-77.2% | $4,764-82.5% |
| Participant deferral / active EE | $3,467 | $4,848-28.5% | $4,238-18.2% | $5,851-40.8% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |