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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 | $2,748 | $108,695-97.5% | $74,722-96.3% | $152,897-98.2% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $385 | $1,504-74.4% | $1,084-64.5% | $4,764-91.9% |
| Participant deferral / active EE | $482 | $2,712-82.2% | $1,963-75.5% | $5,851-91.8% |
| Admin fee / account holder | $17 | $4,906-99.7% | $3,335-99.5% | $11,599-99.9% |