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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 | $1,567 | $108,695-98.6% | $74,722-97.9% | $152,897-99.0% |
| Participation rate | 42.9% | 65.4%-22.5pp | 54.5%-11.6pp | 82.5%-39.6pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $306 | $1,504-79.7% | $1,084-71.8% | $4,764-93.6% |
| Participant deferral / active EE | $532 | $2,712-80.4% | $1,963-72.9% | $5,851-90.9% |
| Admin fee / account holder | $3 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |