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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 | $3,011 | $110,551-97.3% | $80,741-96.3% | $167,518-98.2% |
| Participation rate | 23.5% | 64.0%-40.4pp | 54.2%-30.6pp | 82.1%-58.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $169 | $1,543-89.0% | $1,160-85.4% | $4,838-96.5% |
| Participant deferral / active EE | $283 | $2,870-90.1% | $2,145-86.8% | $6,342-95.5% |
| Admin fee / account holder | $22 | $4,547-99.5% | $3,380-99.4% | $12,312-99.8% |