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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 | $5,236 | $227,566-97.7% | $189,558-97.2% | $167,518-96.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,147 | $5,316-78.4% | $4,412-74.0% | $4,838-76.3% |
| Participant deferral / active EE | $2,278 | $7,002-67.5% | $6,174-63.1% | $6,342-64.1% |
| Admin fee / account holder | $2 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |