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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 | $6,051 | $104,116-94.2% | $71,089-91.5% | $135,380-95.5% |
| Participation rate | 13.3% | 65.7%-52.3pp | 54.6%-41.3pp | 82.6%-69.3pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $310 | $1,485-79.1% | $1,088-71.5% | $4,779-93.5% |
| Participant deferral / active EE | $553 | $2,524-78.1% | $1,873-70.5% | $5,609-90.1% |
| Admin fee / account holder | $52 | $4,142-98.8% | $3,082-98.3% | $10,828-99.5% |