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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 | $11,999 | $185,225-93.5% | $142,898-91.6% | $167,553-92.8% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,853 | $5,607-49.1% | $4,146-31.2% | $4,840-41.1% |
| Participant deferral / active EE | $5,639 | $4,496+25.4% | $3,838+46.9% | $6,343-11.1% |
| Admin fee / account holder | $164 | $8,032-98.0% | $6,560-97.5% | $12,316-98.7% |