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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 | $2,433 | $107,015-97.7% | $73,545-96.7% | $147,585-98.4% |
| Participation rate | 36.8% | 66.4%-29.5pp | 54.9%-18.1pp | 82.8%-46.0pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $98 | $1,760-94.4% | $1,219-92.0% | $4,876-98.0% |
| Participant deferral / active EE | $746 | $2,462-69.7% | $1,806-58.7% | $5,439-86.3% |
| Admin fee / account holder | $3 | $3,055-99.9% | $2,320-99.9% | $10,885-100.0% |