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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 | $2,262 | $101,283-97.8% | $75,826-97.0% | $135,379-98.3% |
| Participation rate | 45.5% | 72.7%-27.3pp | 68.2%-22.8pp | 82.6%-37.2pp |
| Annual return | -4.16% | 3384.62%-3388.8pp | 1914.15%-1918.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $658 | $2,382-72.4% | $1,913-65.6% | $4,779-86.2% |
| Participant deferral / active EE | $752 | $3,469-78.3% | $2,862-73.7% | $5,609-86.6% |
| Admin fee / account holder | $80 | $6,539-98.8% | $4,726-98.3% | $10,828-99.3% |