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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 | $818 | $101,283-99.2% | $75,826-98.9% | $135,380-99.4% |
| Participation rate | 66.7% | 72.7%-6.1pp | 68.2%-1.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $240 | $2,382-89.9% | $1,913-87.4% | $4,779-95.0% |
| Participant deferral / active EE | $392 | $3,469-88.7% | $2,862-86.3% | $5,609-93.0% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |