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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 | $2,628 | $104,106-97.5% | $71,086-96.3% | $135,379-98.1% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| 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% | $1,088-81.2% | $4,779-95.7% |
| Participant deferral / active EE | $427 | $2,527-83.1% | $1,874-77.2% | $5,609-92.4% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |