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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 | $1,776 | $106,003-98.3% | $92,236-98.1% | $147,585-98.8% |
| Participation rate | 10.0% | 80.4%-70.4pp | 76.5%-66.5pp | 82.8%-72.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,164 | $4,333-73.1% | $3,679-68.4% | $4,876-76.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | -$54,743 | $6,333-964.5% | $5,194-1154.0% | $10,885-602.9% |