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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 | $4,864 | $112,131-95.7% | $95,964-94.9% | $158,982-96.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,388 | $3,199-56.6% | $2,541-45.4% | $4,763-70.9% |
| Participant deferral / active EE | $1,525 | $4,784-68.1% | $4,167-63.4% | $5,983-74.5% |
| Admin fee / account holder | $6 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |