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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 | $1,263 | $108,212-98.8% | $77,513-98.4% | $158,966-99.2% |
| Participation rate | 15.4% | 64.4%-49.0pp | 54.2%-38.8pp | 82.0%-66.6pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $61 | $1,325-95.4% | $987-93.8% | $4,762-98.7% |
| Participant deferral / active EE | $121 | $2,455-95.1% | $1,861-93.5% | $5,983-98.0% |
| Admin fee / account holder | $1 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |