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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 | $1,291 | $108,212-98.8% | $77,513-98.3% | $158,966-99.2% |
| Participation rate | 21.7% | 64.4%-42.7pp | 54.2%-32.5pp | 82.0%-60.2pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $72 | $1,325-94.6% | $987-92.7% | $4,762-98.5% |
| Participant deferral / active EE | $198 | $2,455-91.9% | $1,861-89.3% | $5,983-96.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |