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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 | $2,189 | $114,093-98.1% | $96,171-97.7% | $167,536-98.7% |
| Participation rate | 56.5% | 75.1%-18.5pp | 68.4%-11.9pp | 82.1%-25.6pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $384 | $3,429-88.8% | $2,799-86.3% | $4,839-92.1% |
| Participant deferral / active EE | $1,041 | $5,197-80.0% | $4,350-76.1% | $6,342-83.6% |
| Admin fee / account holder | $9 | $6,899-99.9% | $5,538-99.8% | $12,315-99.9% |