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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 | $2,688 | $104,106-97.4% | $71,086-96.2% | $135,379-98.0% |
| Participation rate | 30.4% | 65.7%-35.2pp | 54.7%-24.2pp | 82.6%-52.2pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $407 | $1,485-72.6% | $1,088-62.6% | $4,779-91.5% |
| Participant deferral / active EE | $605 | $2,527-76.0% | $1,874-67.7% | $5,609-89.2% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.8% | $10,828-100.0% |