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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 | $1,378 | $27,943-95.1% | $58,507-97.6% | $75,177-98.2% |
| Participation rate | 64.3% | 38.8%+25.4pp | 50.9%+13.4pp | 67.2%-2.9pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $231 | $670-65.5% | $1,053-78.0% | $2,671-91.3% |
| Participant deferral / active EE | $448 | $1,202-62.7% | $1,922-76.7% | $4,126-89.1% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |