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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 | $898 | $27,943-96.8% | $58,507-98.5% | $75,177-98.8% |
| Participation rate | 53.8% | 38.8%+15.0pp | 50.9%+3.0pp | 67.2%-13.4pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $141 | $670-78.9% | $1,053-86.6% | $2,671-94.7% |
| Participant deferral / active EE | $396 | $1,202-67.0% | $1,922-79.4% | $4,126-90.4% |
| Admin fee / account holder | $7 | $1,727-99.6% | $2,486-99.7% | $5,651-99.9% |