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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 | $893 | $108,285-99.2% | $77,552-98.8% | $158,982-99.4% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $66 | $1,325-95.0% | $987-93.3% | $4,763-98.6% |
| Participant deferral / active EE | $220 | $2,455-91.0% | $1,861-88.2% | $5,983-96.3% |
| Admin fee / account holder | $13 | $3,709-99.6% | $2,859-99.5% | $11,252-99.9% |