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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 | $3,345 | $97,761-96.6% | $83,850-96.0% | $135,382-97.5% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $976 | $4,222-76.9% | $3,631-73.1% | $4,779-79.6% |
| Participant deferral / active EE | $1,273 | $4,682-72.8% | $4,082-68.8% | $5,609-77.3% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,478-99.9% | $10,829-100.0% |