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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 | $5,094 | $102,595-95.0% | $94,057-94.6% | $154,746-96.7% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 80.7%-12.3pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $805 | $3,147-74.4% | $2,933-72.5% | $4,379-81.6% |
| Participant deferral / active EE | $2,457 | $5,118-52.0% | $4,709-47.8% | $6,730-63.5% |
| Admin fee / account holder | $52 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |