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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 | $1,595 | $121,677-98.7% | $104,625-98.5% | $158,966-99.0% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $460 | $3,165-85.5% | $2,681-82.8% | $4,762-90.3% |
| Participant deferral / active EE | $690 | $4,175-83.5% | $3,738-81.5% | $5,983-88.5% |
| Admin fee / account holder | $2 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |