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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 | $1,271 | $27,639-95.4% | $61,501-97.9% | $68,490-98.1% |
| Participation rate | 67.6% | 39.5%+28.1pp | 52.6%+15.1pp | 67.9%-0.2pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $220 | $696-68.3% | $1,160-81.0% | $2,597-91.5% |
| Participant deferral / active EE | $755 | $1,264-40.3% | $2,125-64.5% | $4,028-81.3% |
| Admin fee / account holder | $2 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |