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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 | $1,701 | $45,152-96.2% | $73,836-97.7% | $59,633-97.1% |
| Participation rate | 65.8% | 64.0%+1.8pp | 73.4%-7.7pp | 68.7%-2.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $964 | $2,573-62.5% | $3,583-73.1% | $3,192-69.8% |
| Admin fee / account holder | $12 | $3,515-99.7% | $4,882-99.8% | $4,297-99.7% |