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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 | $755 | $84,628-99.1% | $61,501-98.8% | $134,545-99.4% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $226 | $1,545-85.4% | $1,160-80.5% | $4,742-95.2% |
| Participant deferral / active EE | $428 | $2,819-84.8% | $2,125-79.8% | $6,401-93.3% |
| Admin fee / account holder | $2 | $2,587-99.9% | $2,132-99.9% | $11,431-100.0% |