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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 | $3,131 | $104,116-97.0% | $71,089-95.6% | $135,380-97.7% |
| Participation rate | 21.4% | 65.7%-44.2pp | 54.6%-33.2pp | 82.6%-61.2pp |
| Annual return | -7.45% | 1256.51%-1264.0pp | 650.65%-658.1pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $61 | $2,524-97.6% | $1,873-96.8% | $5,609-98.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |