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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 | $2,062 | $104,116-98.0% | $71,089-97.1% | $135,380-98.5% |
| Participation rate | 61.9% | 65.7%-3.7pp | 54.6%+7.3pp | 82.6%-20.7pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $559 | $1,485-62.3% | $1,088-48.6% | $4,779-88.3% |
| Participant deferral / active EE | $816 | $2,524-67.6% | $1,873-56.4% | $5,609-85.4% |
| Admin fee / account holder | $10 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |