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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 | $7,161 | $202,345-96.5% | $172,755-95.9% | $152,885-95.3% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,377 | $5,858-76.5% | $5,144-73.2% | $4,763-71.1% |
| Participant deferral / active EE | $2,709 | $5,948-54.5% | $5,198-47.9% | $5,851-53.7% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |