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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 | $10,511 | $84,685-87.6% | $73,836-85.8% | $125,389-91.6% |
| Participation rate | 10.0% | 76.8%-66.8pp | 73.4%-63.4pp | 83.2%-73.2pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $192 | $3,123-93.9% | $2,787-93.1% | $4,866-96.1% |
| Participant deferral / active EE | $900 | $3,993-77.5% | $3,583-74.9% | $5,352-83.2% |
| Admin fee / account holder | $155 | $5,694-97.3% | $4,882-96.8% | $9,541-98.4% |