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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 | $1,027 | $108,685-99.1% | $74,719-98.6% | $152,885-99.3% |
| Participation rate | 41.7% | 65.3%-23.7pp | 54.5%-12.8pp | 82.5%-40.8pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $428 | $2,712-84.2% | $1,963-78.2% | $5,851-92.7% |
| Admin fee / account holder | $1 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |