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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 | $2,372 | $103,008-97.7% | $90,304-97.4% | $152,897-98.4% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.5%-23.4pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,407 | $4,281-67.1% | $3,885-63.8% | $5,851-76.0% |
| Admin fee / account holder | $4 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |