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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 | $3,281 | $90,320-96.4% | $59,496-94.5% | $125,389-97.4% |
| Participation rate | 33.3% | 68.3%-35.0pp | 54.6%-21.2pp | 83.2%-49.9pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $233 | $1,792-87.0% | $1,153-79.8% | $4,866-95.2% |
| Participant deferral / active EE | $867 | $2,716-68.1% | $1,829-52.6% | $5,352-83.8% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |