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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 | $2,626 | $104,116-97.5% | $71,089-96.3% | $135,380-98.1% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.6%-45.6pp | 82.6%-73.6pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $109 | $1,485-92.6% | $1,088-90.0% | $4,779-97.7% |
| Participant deferral / active EE | $136 | $2,524-94.6% | $1,873-92.7% | $5,609-97.6% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,828-100.0% |