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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 | $7,604 | $180,462-95.8% | $154,111-95.1% | $135,379-94.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,456 | $6,036-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $4,836 | $5,806-16.7% | $5,081-4.8% | $5,609-13.8% |
| Admin fee / account holder | $56 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |