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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 | $1,024 | $84,464-98.8% | $61,399-98.3% | $134,509-99.2% |
| Participation rate | 64.7% | 62.2%+2.5pp | 52.6%+12.1pp | 81.2%-16.5pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $191 | $1,545-87.6% | $1,159-83.5% | $4,741-96.0% |
| Participant deferral / active EE | $813 | $2,818-71.1% | $2,124-61.7% | $6,400-87.3% |
| Admin fee / account holder | $2 | $2,587-99.9% | $2,131-99.9% | $11,427-100.0% |