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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 | $1,026 | $90,320-98.9% | $59,496-98.3% | $125,389-99.2% |
| Participation rate | 30.8% | 68.3%-37.5pp | 54.6%-23.8pp | 83.2%-52.4pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $160 | $1,792-91.1% | $1,153-86.1% | $4,866-96.7% |
| Participant deferral / active EE | $168 | $2,716-93.8% | $1,829-90.8% | $5,352-96.9% |
| Admin fee / account holder | $24 | $3,063-99.2% | $2,232-98.9% | $9,541-99.8% |