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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 | $2,012 | $108,685-98.1% | $74,719-97.3% | $152,885-98.7% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.5%-25.3pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $354 | $1,504-76.5% | $1,084-67.4% | $4,763-92.6% |
| Participant deferral / active EE | $707 | $2,712-73.9% | $1,963-64.0% | $5,851-87.9% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |