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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 | $2,337 | $108,701-97.8% | $74,723-96.9% | $152,909-98.5% |
| Participation rate | 42.9% | 65.4%-22.5pp | 54.5%-11.6pp | 82.5%-39.6pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $470 | $1,504-68.7% | $1,084-56.6% | $4,764-90.1% |
| Participant deferral / active EE | $524 | $2,709-80.7% | $1,962-73.3% | $5,851-91.0% |
| Admin fee / account holder | $10 | $4,906-99.8% | $3,335-99.7% | $11,601-99.9% |