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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 | $2,324 | $152,597-98.5% | $117,533-98.0% | $134,532-98.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $609 | $5,576-89.1% | $4,179-85.4% | $4,741-87.1% |
| Participant deferral / active EE | $980 | $4,821-79.7% | $4,072-75.9% | $6,401-84.7% |
| Admin fee / account holder | $7 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |