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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 | $12 | $108,226-100.0% | $77,513-100.0% | $158,950-100.0% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3 | $1,325-99.8% | $987-99.7% | $4,762-99.9% |
| Participant deferral / active EE | $104 | $2,456-95.8% | $1,861-94.4% | $5,983-98.3% |
| Admin fee / account holder | $179 | $3,710-95.2% | $2,859-93.7% | $11,248-98.4% |