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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 | $266 | $107,015-99.8% | $73,545-99.6% | $147,585-99.8% |
| Participation rate | 57.9% | 66.4%-8.5pp | 54.9%+3.0pp | 82.8%-24.9pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $69 | $1,760-96.1% | $1,219-94.3% | $4,876-98.6% |
| Participant deferral / active EE | $112 | $2,462-95.5% | $1,806-93.8% | $5,439-97.9% |
| Admin fee / account holder | $1 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |