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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 | $2,843 | $108,701-97.4% | $74,723-96.2% | $152,909-98.1% |
| Participation rate | 30.0% | 65.4%-35.4pp | 54.5%-24.5pp | 82.5%-52.5pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $278 | $1,504-81.6% | $1,084-74.4% | $4,764-94.2% |
| Participant deferral / active EE | $580 | $2,709-78.6% | $1,962-70.4% | $5,851-90.1% |
| Admin fee / account holder | $89 | $4,906-98.2% | $3,335-97.3% | $11,601-99.2% |