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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 | $6,358 | $124,175-94.9% | $108,405-94.1% | $167,553-96.2% |
| Participation rate | 61.9% | 82.3%-20.4pp | 80.1%-18.2pp | 82.1%-20.2pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $519 | $4,188-87.6% | $3,559-85.4% | $4,840-89.3% |
| Participant deferral / active EE | $3,367 | $6,908-51.3% | $6,563-48.7% | $6,343-46.9% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |