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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 | $2,588 | $85,171-97.0% | $172,753-98.5% | $72,976-96.5% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.6%-38.5pp | 69.5%-25.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $477 | $3,324-85.6% | $5,144-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $1,008 | $3,260-69.1% | $5,198-80.6% | $3,608-72.1% |
| Admin fee / account holder | $7 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |