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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 | $3,849 | $57,305-93.3% | $86,640-95.6% | $75,173-94.9% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $826 | $2,316-64.4% | $3,024-72.7% | $2,671-69.1% |
| Participant deferral / active EE | $1,581 | $3,320-52.4% | $4,438-64.4% | $4,126-61.7% |
| Admin fee / account holder | $262 | $4,116-93.6% | $5,616-95.3% | $5,651-95.4% |