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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 | $9,807 | $202,342-95.2% | $172,752-94.3% | $152,897-93.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,347 | $5,858-77.0% | $5,144-73.8% | $4,764-71.7% |
| Participant deferral / active EE | $4,799 | $5,948-19.3% | $5,198-7.7% | $5,851-18.0% |
| Admin fee / account holder | $23 | $17,111-99.9% | $13,955-99.8% | $11,599-99.8% |