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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 | $3,735 | $65,434-94.3% | $98,483-96.2% | $85,847-95.6% |
| Participation rate | 43.8% | 65.0%-21.3pp | 73.3%-29.6pp | 69.3%-25.6pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $559 | $2,169-74.2% | $2,961-81.1% | $2,565-78.2% |
| Participant deferral / active EE | $1,028 | $3,168-67.5% | $4,276-76.0% | $3,952-74.0% |
| Admin fee / account holder | $7 | $4,595-99.8% | $5,953-99.9% | $6,261-99.9% |