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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 | $1,065 | $104,116-99.0% | $71,089-98.5% | $135,380-99.2% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.6%-14.6pp | 82.6%-42.6pp |
| Annual return | -3.06% | 1256.51%-1259.6pp | 650.65%-653.7pp | 519.81%-522.9pp |
| Employer contribution / active EE | $47 | $1,485-96.9% | $1,088-95.7% | $4,779-99.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |