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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 | $555 | $108,695-99.5% | $74,722-99.3% | $152,897-99.6% |
| Participation rate | 0.0% | 65.4%-65.4pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 43.11% | 114.11%-71.0pp | 753.11%-710.0pp | 345.43%-302.3pp |
| Employer contribution / active EE | $85 | $1,504-94.3% | $1,084-92.2% | $4,764-98.2% |
| Participant deferral / active EE | $148 | $2,712-94.5% | $1,963-92.5% | $5,851-97.5% |
| Admin fee / account holder | $2 | $4,906-100.0% | $3,335-99.9% | $11,599-100.0% |