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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 | $1,831 | $108,695-98.3% | $74,722-97.5% | $152,897-98.8% |
| Participation rate | 68.8% | 65.4%+3.4pp | 54.5%+14.3pp | 82.5%-13.7pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $539 | $1,504-64.2% | $1,084-50.3% | $4,764-88.7% |
| Participant deferral / active EE | $653 | $2,712-75.9% | $1,963-66.7% | $5,851-88.8% |
| Admin fee / account holder | $11 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |