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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 | $6,363 | $124,175-94.9% | $108,405-94.1% | $167,536-96.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $710 | $4,188-83.1% | $3,559-80.1% | $4,839-85.3% |
| Participant deferral / active EE | $4,009 | $6,908-42.0% | $6,563-38.9% | $6,342-36.8% |
| Admin fee / account holder | $1 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |