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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 | $22,620 | $150,445-85.0% | $136,297-83.4% | $147,585-84.7% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.16%-5156.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,926 | $5,256-44.3% | $4,696-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $10,000 | $6,631+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |