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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 | $5,993 | $97,732-93.9% | $83,831-92.9% | $135,380-95.6% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,566 | $4,222-62.9% | $3,631-56.9% | $4,779-67.2% |
| Participant deferral / active EE | $3,411 | $4,683-27.2% | $4,082-16.4% | $5,609-39.2% |
| Admin fee / account holder | $21 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |