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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 | $5,554 | $90,606-93.9% | $79,466-93.0% | $135,379-95.9% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $754 | $3,068-75.4% | $2,800-73.1% | $4,779-84.2% |
| Participant deferral / active EE | $2,966 | $4,050-26.8% | $3,704-19.9% | $5,609-47.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |