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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 | $1,660 | $156,927-98.9% | $121,169-98.6% | $139,456-98.8% |
| Participation rate | 58.3% | 76.4%-18.1pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $542 | $5,542-90.2% | $4,168-87.0% | $4,753-88.6% |
| Participant deferral / active EE | $739 | $4,848-84.8% | $4,083-81.9% | $6,711-89.0% |
| Admin fee / account holder | $5 | $6,946-99.9% | $5,645-99.9% | $11,407-100.0% |