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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 | $4,343 | $150,445-97.1% | $136,297-96.8% | $147,585-97.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.16%-5156.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,168 | $6,631-67.3% | $6,247-65.3% | $5,439-60.1% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |