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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 | $13,596 | $158,852-91.4% | $121,220-88.8% | $135,379-90.0% |
| Participation rate | 31.6% | 79.3%-47.7pp | 71.8%-40.2pp | 82.6%-51.1pp |
| Annual return | -7.45% | -0.64%-6.8pp | 16.94%-24.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $570 | $4,006-85.8% | $3,345-83.0% | $5,609-89.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |