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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 | $4,200 | $92,684-95.5% | $82,706-94.9% | $134,509-96.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,246 | $3,272-61.9% | $3,007-58.6% | $4,741-73.7% |
| Participant deferral / active EE | $3,111 | $4,800-35.2% | $4,394-29.2% | $6,400-51.4% |
| Admin fee / account holder | $6 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |