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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 | $967 | $185,225-99.5% | $142,898-99.3% | $167,553-99.4% |
| Participation rate | 42.9% | 78.5%-35.6pp | 72.0%-29.1pp | 82.1%-39.3pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $182 | $5,607-96.8% | $4,146-95.6% | $4,840-96.2% |
| Participant deferral / active EE | $224 | $4,496-95.0% | $3,838-94.2% | $6,343-96.5% |
| Admin fee / account holder | $1 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |