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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 | $2,027 | $96,643-97.9% | $86,617-97.7% | $139,456-98.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $638 | $3,264-80.5% | $3,023-78.9% | $4,753-86.6% |
| Participant deferral / active EE | $1,275 | $4,835-73.6% | $4,437-71.3% | $6,711-81.0% |
| Admin fee / account holder | $12 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |