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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 | $5,175 | $156,927-96.7% | $121,169-95.7% | $139,456-96.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,627 | $5,542-70.6% | $4,168-61.0% | $4,753-65.8% |
| Participant deferral / active EE | $1,627 | $4,848-66.4% | $4,083-60.2% | $6,711-75.8% |
| Admin fee / account holder | $1 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |