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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 | $14,487 | $138,076-89.5% | $123,553-88.3% | $135,380-89.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,456 | $5,152-71.7% | $4,628-68.5% | $4,779-69.5% |
| Participant deferral / active EE | $4,083 | $6,800-39.9% | $6,426-36.5% | $5,609-27.2% |
| Admin fee / account holder | $297 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |