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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 | $7,196 | $75,832-90.5% | $147,617-95.1% | $59,633-87.9% |
| Participation rate | 64.9% | 71.6%-6.7pp | 84.6%-19.8pp | 68.7%-3.8pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,681 | $3,485-51.8% | $5,564-69.8% | $2,203-23.7% |
| Participant deferral / active EE | $2,755 | $3,131-12.0% | $4,895-43.7% | $3,192-13.7% |
| Admin fee / account holder | $121 | $5,986-98.0% | $11,612-99.0% | $4,297-97.2% |