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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 | $1,873 | $104,106-98.2% | $71,086-97.4% | $135,379-98.6% |
| Participation rate | 58.3% | 65.7%-7.3pp | 54.7%+3.7pp | 82.6%-24.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $205 | $1,485-86.2% | $1,088-81.1% | $4,779-95.7% |
| Participant deferral / active EE | $982 | $2,527-61.2% | $1,874-47.6% | $5,609-82.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |