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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 | $2,414 | $115,810-97.9% | $101,271-97.6% | $158,966-98.5% |
| Participation rate | 15.4% | 79.4%-64.0pp | 75.8%-60.4pp | 82.0%-66.6pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,575 | $4,175-62.3% | $3,660-57.0% | $4,762-66.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $131 | $7,248-98.2% | $5,948-97.8% | $11,250-98.8% |