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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 | $4,970 | $88,585-94.4% | $69,884-92.9% | $134,532-96.3% |
| Participation rate | 66.7% | 74.9%-8.2pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,602 | $3,235-50.5% | $2,560-37.4% | $4,741-66.2% |
| Participant deferral / active EE | $1,747 | $4,770-63.4% | $3,848-54.6% | $6,401-72.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |