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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 | $2,714 | $34,316-92.1% | $74,719-96.4% | $72,983-96.3% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $253 | $692-63.4% | $1,084-76.6% | $2,440-89.6% |
| Participant deferral / active EE | $425 | $1,272-66.6% | $1,963-78.3% | $3,608-88.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,334-100.0% | $5,124-100.0% |