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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 | $6,548 | $110,830-94.1% | $86,625-92.4% | $167,553-96.1% |
| Participation rate | 69.6% | 75.8%-6.2pp | 71.6%-2.1pp | 82.1%-12.5pp |
| Annual return | 0.00% | 116.99%-117.0pp | 63.52%-63.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,134 | $3,245-65.1% | $2,496-54.6% | $4,840-76.6% |
| Participant deferral / active EE | $3,248 | $4,548-28.6% | $3,700-12.2% | $6,343-48.8% |
| Admin fee / account holder | $35 | $8,420-99.6% | $5,830-99.4% | $12,316-99.7% |