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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 | $2,878 | $90,607-96.8% | $79,467-96.4% | $135,380-97.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $886 | $3,068-71.1% | $2,800-68.3% | $4,779-81.5% |
| Participant deferral / active EE | $1,551 | $4,050-61.7% | $3,704-58.1% | $5,609-72.4% |
| Admin fee / account holder | $17 | $5,895-99.7% | $5,104-99.7% | $10,828-99.8% |