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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 | $5,208 | $97,729-94.7% | $83,830-93.8% | $135,379-96.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,300 | $4,222-69.2% | $3,631-64.2% | $4,779-72.8% |
| Participant deferral / active EE | $2,799 | $4,683-40.2% | $4,082-31.4% | $5,609-50.1% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,479-99.3% | $10,828-99.6% |