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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 | $5,343 | $180,462-97.0% | $154,111-96.5% | $135,379-96.1% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,610 | $6,036-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $2,559 | $5,806-55.9% | $5,081-49.6% | $5,609-54.4% |
| Admin fee / account holder | $244 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |