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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 | $2,155 | $104,106-97.9% | $71,086-97.0% | $135,379-98.4% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $198 | $1,485-86.7% | $1,088-81.8% | $4,779-95.9% |
| Participant deferral / active EE | $325 | $2,527-87.1% | $1,874-82.7% | $5,609-94.2% |
| Admin fee / account holder | $8 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |