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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 | $2,084 | $156,970-98.7% | $121,210-98.3% | $139,487-98.5% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.5%-26.7pp | 80.3%-37.5pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $411 | $5,546-92.6% | $4,171-90.2% | $4,755-91.4% |
| Participant deferral / active EE | $411 | $4,849-91.5% | $4,084-89.9% | $6,713-93.9% |
| Admin fee / account holder | $1 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |