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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 | $8,994 | $102,696-91.2% | $86,235-89.6% | $139,487-93.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1925.91%-1925.9pp | 1170.03%-1170.0pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,077 | $3,034-64.5% | $2,381-54.8% | $4,755-77.4% |
| Participant deferral / active EE | $4,205 | $4,679-10.1% | $3,987+5.5% | $6,713-37.4% |
| Admin fee / account holder | $63 | $8,667-99.3% | $6,856-99.1% | $11,407-99.5% |