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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 | $5,552 | $100,938-94.5% | $90,461-93.9% | $158,982-96.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,212 | $3,691-67.2% | $3,264-62.9% | $4,763-74.6% |
| Participant deferral / active EE | $1,638 | $4,350-62.3% | $3,964-58.7% | $5,983-72.6% |
| Admin fee / account holder | $18 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |