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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 | $3,280 | $156,970-97.9% | $121,210-97.3% | $139,487-97.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,449 | $5,546-73.9% | $4,171-65.3% | $4,755-69.5% |
| Participant deferral / active EE | $1,564 | $4,849-67.7% | $4,084-61.7% | $6,713-76.7% |
| Admin fee / account holder | $7 | $6,947-99.9% | $5,647-99.9% | $11,407-99.9% |