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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 | $7,180 | $97,761-92.7% | $83,850-91.4% | $135,382-94.7% |
| Participation rate | 30.8% | 80.0%-49.2pp | 76.1%-45.4pp | 82.6%-51.9pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,180 | $4,222-72.0% | $3,631-67.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,285 | $4,682-72.6% | $4,082-68.5% | $5,609-77.1% |
| Admin fee / account holder | $183 | $6,674-97.3% | $5,478-96.7% | $10,829-98.3% |