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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 | $2,867 | $60,119-95.2% | $90,430-96.8% | $79,858-96.4% |
| Participation rate | 60.5% | 65.0%-4.4pp | 72.7%-12.2pp | 69.6%-9.1pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $612 | $2,068-70.4% | $3,262-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $998 | $2,938-66.0% | $3,963-74.8% | $3,740-73.3% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |