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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 | $975 | $185,225-99.5% | $142,898-99.3% | $167,553-99.4% |
| Participation rate | 59.1% | 78.5%-19.4pp | 72.0%-12.9pp | 82.1%-23.0pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $261 | $5,607-95.3% | $4,146-93.7% | $4,840-94.6% |
| Participant deferral / active EE | $304 | $4,496-93.2% | $3,838-92.1% | $6,343-95.2% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |