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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 | $3,813 | $70,684-94.6% | $169,390-97.7% | $75,173-94.9% |
| Participation rate | 63.5% | 64.8%-1.3pp | 77.2%-13.7pp | 67.2%-3.7pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,061 | $2,211-52.0% | $4,013-73.6% | $2,671-60.3% |
| Participant deferral / active EE | $1,424 | $4,310-67.0% | $6,222-77.1% | $4,126-65.5% |
| Admin fee / account holder | $57 | $5,404-98.9% | $9,015-99.4% | $5,651-99.0% |