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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 | $2,004 | $149,040-98.7% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 0.00% | 605.68%-605.7pp | 439.23%-439.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $368 | $4,350-91.5% | $3,475-89.4% | $4,156-91.2% |
| Participant deferral / active EE | $601 | $4,655-87.1% | $3,999-85.0% | $6,407-90.6% |
| Admin fee / account holder | $1 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |