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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 | $2,328 | $75,832-96.9% | $147,617-98.4% | $59,633-96.1% |
| Participation rate | 64.5% | 71.6%-7.0pp | 84.6%-20.1pp | 68.7%-4.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $631 | $3,485-81.9% | $5,564-88.7% | $2,203-71.4% |
| Participant deferral / active EE | $1,375 | $3,131-56.1% | $4,895-71.9% | $3,192-56.9% |
| Admin fee / account holder | $9 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |