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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 | $2,364 | $101,283-97.7% | $75,826-96.9% | $135,379-98.3% |
| Participation rate | 60.0% | 72.7%-12.7pp | 68.2%-8.2pp | 82.6%-22.6pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $701 | $2,382-70.6% | $1,913-63.3% | $4,779-85.3% |
| Participant deferral / active EE | $759 | $3,469-78.1% | $2,862-73.5% | $5,609-86.5% |
| Admin fee / account holder | $112 | $6,539-98.3% | $4,726-97.6% | $10,828-99.0% |