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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 | $58 | $65,904-99.9% | $160,784-100.0% | $79,634-99.9% |
| Participation rate | 1.0% | 56.2%-55.2pp | 77.0%-75.9pp | 62.5%-61.4pp |
| Annual return | 18.52% | 20.16%-1.6pp | 1803.92%-1785.4pp | 36.46%-17.9pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $6,293-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $965-100.0% | $9,717-100.0% | $1,002-100.0% |