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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 | $2,129 | $72,446-97.1% | $67,561-96.8% | $145,877-98.5% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 0.00% | 7211.98%-7212.0pp | 3525.44%-3525.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,250 | $4,785-53.0% | $4,003-43.8% | $6,691-66.4% |
| Admin fee / account holder | $6 | $5,541-99.9% | $4,006-99.8% | $13,402-100.0% |