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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 | $19,029 | $176,688-89.2% | $130,660-85.4% | $152,897-87.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $4,114 | $5,743-28.4% | $4,092+0.5% | $4,764-13.6% |
| Participant deferral / active EE | $13,502 | $4,362+209.5% | $3,603+274.7% | $5,851+130.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |