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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 | $6,290 | $90,320-93.0% | $59,496-89.4% | $125,389-95.0% |
| Participation rate | 68.2% | 68.3%-0.1pp | 54.6%+13.6pp | 83.2%-15.0pp |
| Annual return | -4.89% | 369.13%-374.0pp | 182.05%-186.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $976 | $1,792-45.5% | $1,153-15.3% | $4,866-79.9% |
| Participant deferral / active EE | $1,540 | $2,716-43.3% | $1,829-15.8% | $5,352-71.2% |
| Admin fee / account holder | $263 | $3,063-91.4% | $2,232-88.2% | $9,541-97.2% |