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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 | $1,625 | $58,241-97.2% | $81,780-98.0% | $80,911-98.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 11.23% | 41.73%-30.5pp | 776.27%-765.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12 | $4,973-99.8% | $7,384-99.8% | $6,935-99.8% |