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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 | $6,575 | $166,089-96.0% | $164,928-96.0% | $145,978-95.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,640 | $5,276-50.0% | $4,343-39.2% | $4,662-43.4% |
| Participant deferral / active EE | $3,902 | $6,961-43.9% | $6,034-35.3% | $6,690-41.7% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |