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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 | $11,710 | $150,442-92.2% | $136,295-91.4% | $147,585-92.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,695-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $4,563 | $6,630-31.2% | $6,247-27.0% | $5,439-16.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |