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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 | $5,879 | $90,617-93.5% | $79,476-92.6% | $135,382-95.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,463 | $3,068-52.3% | $2,800-47.8% | $4,779-69.4% |
| Participant deferral / active EE | $2,854 | $4,050-29.5% | $3,704-22.9% | $5,609-49.1% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,829-99.9% |