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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 | $5,274 | $171,867-96.9% | $149,721-96.5% | $147,586-96.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,393 | $6,275-77.8% | $5,444-74.4% | $4,876-71.4% |
| Participant deferral / active EE | $3,483 | $7,270-52.1% | $6,568-47.0% | $5,439-36.0% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |