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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 | $1,495 | $110,551-98.6% | $80,741-98.1% | $167,536-99.1% |
| Participation rate | 38.5% | 64.0%-25.5pp | 54.2%-15.7pp | 82.1%-43.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $301 | $1,543-80.5% | $1,160-74.1% | $4,839-93.8% |
| Participant deferral / active EE | $301 | $2,870-89.5% | $2,145-86.0% | $6,342-95.3% |
| Admin fee / account holder | $4 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |