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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 | $4,032 | $81,643-95.1% | $70,462-94.3% | $158,950-97.5% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 208.51%-208.5pp | 109.08%-109.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,170 | $3,218-63.7% | $2,737-57.3% | $4,762-75.4% |
| Participant deferral / active EE | $2,269 | $4,555-50.2% | $3,710-38.8% | $5,983-62.1% |
| Admin fee / account holder | $52 | $6,194-99.2% | $3,845-98.6% | $11,248-99.5% |