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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 | $7,575 | $100,938-92.5% | $90,461-91.6% | $158,982-95.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,530 | $3,691-58.6% | $3,264-53.1% | $4,763-67.9% |
| Participant deferral / active EE | $2,625 | $4,350-39.6% | $3,964-33.8% | $5,983-56.1% |
| Admin fee / account holder | $26 | $6,510-99.6% | $5,617-99.5% | $11,252-99.8% |