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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 | $1,896 | $48,284-96.1% | $67,524-97.2% | $80,911-97.7% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.6%-34.3pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3519.41%-3519.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $795 | $2,927-72.8% | $4,001-80.1% | $4,297-81.5% |
| Admin fee / account holder | $66 | $3,688-98.2% | $4,001-98.4% | $6,935-99.1% |