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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 | $13,292 | $190,916-93.0% | $160,037-91.7% | $134,545-90.1% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.0%-13.7pp | 81.2%-16.9pp |
| Annual return | -11.36% | 552.79%-564.2pp | 408.95%-420.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $1,757 | $4,996-64.8% | $4,226-58.4% | $4,742-62.9% |
| Participant deferral / active EE | $3,633 | $6,925-47.5% | $6,184-41.2% | $6,401-43.2% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |