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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 | $2,871 | $104,116-97.2% | $71,089-96.0% | $135,380-97.9% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.6%-10.2pp | 82.6%-38.2pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $628 | $1,485-57.7% | $1,088-42.2% | $4,779-86.9% |
| Participant deferral / active EE | $773 | $2,524-69.4% | $1,873-58.7% | $5,609-86.2% |
| Admin fee / account holder | $33 | $4,142-99.2% | $3,082-98.9% | $10,828-99.7% |