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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 | $1,519 | $165,939-99.1% | $122,354-98.8% | $147,586-99.0% |
| Participation rate | 23.8% | 79.6%-55.8pp | 71.6%-47.8pp | 82.8%-59.0pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $130 | $5,754-97.7% | $4,051-96.8% | $4,876-97.3% |
| Participant deferral / active EE | $226 | $4,005-94.4% | $3,287-93.1% | $5,439-95.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |