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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 | $4,625 | $63,346-92.7% | $92,240-95.0% | $70,126-93.4% |
| Participation rate | 65.7% | 68.7%-3.0pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,213 | $2,471-50.9% | $3,680-67.0% | $2,343-48.2% |
| Participant deferral / active EE | $1,890 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $84 | $3,841-97.8% | $5,194-98.4% | $4,645-98.2% |