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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 | $7,689 | $102,663-92.5% | $86,216-91.1% | $139,466-94.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $986 | $3,035-67.5% | $2,382-58.6% | $4,754-79.3% |
| Participant deferral / active EE | $1,463 | $4,677-68.7% | $3,986-63.3% | $6,712-78.2% |
| Admin fee / account holder | $44 | $8,663-99.5% | $6,853-99.4% | $11,409-99.6% |