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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 | $1,106 | $169,336-99.3% | $129,384-99.1% | $145,884-99.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 14408.70%-14408.7pp | 9461.77%-9461.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $559 | $5,540-89.9% | $4,153-86.6% | $4,662-88.0% |
| Participant deferral / active EE | $559 | $4,985-88.8% | $4,166-86.6% | $6,690-91.7% |
| Admin fee / account holder | $23 | $9,912-99.8% | $7,686-99.7% | $13,392-99.8% |