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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 | $3,022 | $135,645-97.8% | $110,243-97.3% | $135,380-97.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,232 | $4,907-74.9% | $3,827-67.8% | $4,779-74.2% |
| Participant deferral / active EE | $1,683 | $5,507-69.4% | $4,672-64.0% | $5,609-70.0% |
| Admin fee / account holder | $18 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |