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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 | $2,152 | $158,852-98.6% | $121,220-98.2% | $135,380-98.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $155 | $5,666-97.3% | $4,023-96.1% | $4,779-96.7% |
| Participant deferral / active EE | $1,369 | $4,006-65.8% | $3,345-59.1% | $5,609-75.6% |
| Admin fee / account holder | $5 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |