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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 | $5,845 | $158,827-96.3% | $121,208-95.2% | $135,382-95.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -7.97% | -0.64%-7.3pp | 16.93%-24.9pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,951 | $4,006-26.3% | $3,345-11.8% | $5,609-47.4% |
| Admin fee / account holder | $29 | $6,514-99.6% | $5,020-99.4% | $10,829-99.7% |