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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 | $2,226 | $104,106-97.9% | $71,086-96.9% | $135,382-98.4% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.6pp |
| Annual return | -7.04% | 1256.30%-1263.3pp | 650.59%-657.6pp | 519.77%-526.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |