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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 | $467 | $29,736-98.4% | $56,033-99.2% | $80,935-99.4% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 12.21% | 35.28%-23.1pp | 1711.38%-1699.2pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |