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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 | $2,546 | $112,933-97.7% | $90,970-97.2% | $158,982-98.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $612 | $2,893-78.9% | $2,122-71.2% | $4,763-87.2% |
| Participant deferral / active EE | $1,070 | $4,128-74.1% | $3,373-68.3% | $5,983-82.1% |
| Admin fee / account holder | $2 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |