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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 | $698 | $84,628-99.2% | $61,501-98.9% | $134,545-99.5% |
| Participation rate | 69.6% | 62.2%+7.4pp | 52.6%+17.0pp | 81.2%-11.7pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $142 | $1,545-90.8% | $1,160-87.7% | $4,742-97.0% |
| Participant deferral / active EE | $761 | $2,819-73.0% | $2,125-64.2% | $6,401-88.1% |
| Admin fee / account holder | $27 | $2,587-99.0% | $2,132-98.7% | $11,431-99.8% |