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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 | $4,040 | $90,607-95.5% | $79,467-94.9% | $135,380-97.0% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $431 | $3,068-86.0% | $2,800-84.6% | $4,779-91.0% |
| Participant deferral / active EE | $1,071 | $4,050-73.6% | $3,704-71.1% | $5,609-80.9% |
| Admin fee / account holder | $9 | $5,895-99.9% | $5,104-99.8% | $10,828-99.9% |