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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 | $4,722 | $104,116-95.5% | $71,089-93.4% | $135,380-96.5% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.6%+0.9pp | 82.6%-27.1pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,400 | $1,485-5.7% | $1,088+28.7% | $4,779-70.7% |
| Participant deferral / active EE | $3,774 | $2,524+49.5% | $1,873+101.6% | $5,609-32.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |