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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 | $1,367 | $108,212-98.7% | $77,513-98.2% | $158,966-99.1% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $74 | $1,325-94.4% | $987-92.5% | $4,762-98.4% |
| Participant deferral / active EE | $126 | $2,455-94.9% | $1,861-93.2% | $5,983-97.9% |
| Admin fee / account holder | $3 | $3,709-99.9% | $2,859-99.9% | $11,250-100.0% |