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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 | $8,379 | $97,732-91.4% | $83,831-90.0% | $135,380-93.8% |
| Participation rate | 42.1% | 80.0%-37.8pp | 76.1%-34.0pp | 82.6%-40.5pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,265 | $4,222-70.0% | $3,631-65.2% | $4,779-73.5% |
| Participant deferral / active EE | $2,689 | $4,683-42.6% | $4,082-34.1% | $5,609-52.1% |
| Admin fee / account holder | $85 | $6,675-98.7% | $5,479-98.4% | $10,828-99.2% |