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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 | $2,263 | $108,685-97.9% | $74,719-97.0% | $152,885-98.5% |
| Participation rate | 58.3% | 65.3%-7.0pp | 54.5%+3.9pp | 82.5%-24.1pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $512 | $1,504-65.9% | $1,084-52.7% | $4,763-89.2% |
| Participant deferral / active EE | $921 | $2,712-66.0% | $1,963-53.1% | $5,851-84.3% |
| Admin fee / account holder | $15 | $4,905-99.7% | $3,334-99.6% | $11,598-99.9% |