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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 | $8,082 | $185,225-95.6% | $142,898-94.3% | $167,536-95.2% |
| Participation rate | 54.5% | 78.5%-23.9pp | 72.0%-17.4pp | 82.1%-27.6pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,449 | $4,496-67.8% | $3,838-62.2% | $6,342-77.2% |
| Admin fee / account holder | $5 | $8,032-99.9% | $6,560-99.9% | $12,315-100.0% |