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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 | $749 | $104,116-99.3% | $71,089-98.9% | $135,380-99.4% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -10.82% | 1256.51%-1267.3pp | 650.65%-661.5pp | 519.81%-530.6pp |
| Employer contribution / active EE | $179 | $1,485-87.9% | $1,088-83.5% | $4,779-96.2% |
| Participant deferral / active EE | $296 | $2,524-88.3% | $1,873-84.2% | $5,609-94.7% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |