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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 | $3,292 | $96,361-96.6% | $80,607-95.9% | $139,456-97.6% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $479 | $3,262-85.3% | $2,724-82.4% | $4,753-89.9% |
| Participant deferral / active EE | $1,657 | $5,232-68.3% | $4,448-62.7% | $6,711-75.3% |
| Admin fee / account holder | $11 | $6,601-99.8% | $5,379-99.8% | $11,407-99.9% |