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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 | $2,764 | $88,778-96.9% | $81,844-96.6% | $145,884-98.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $928 | $3,087-69.9% | $2,916-68.2% | $4,662-80.1% |
| Participant deferral / active EE | $928 | $4,648-80.0% | $4,323-78.5% | $6,690-86.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |