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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 | $646 | $84,464-99.2% | $61,399-98.9% | $134,509-99.5% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $164 | $1,545-89.4% | $1,159-85.8% | $4,741-96.5% |
| Participant deferral / active EE | $246 | $2,818-91.3% | $2,124-88.4% | $6,400-96.2% |
| Admin fee / account holder | $7 | $2,587-99.7% | $2,131-99.7% | $11,427-99.9% |