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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 | $7,825 | $49,199-84.1% | $121,204-93.5% | $75,173-89.6% |
| Participation rate | 17.1% | 55.4%-38.4pp | 69.5%-52.5pp | 67.2%-50.1pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,626 | $2,630-38.2% | $4,083-60.2% | $4,126-60.6% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |