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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 | $13,052 | $131,835-90.1% | $108,582-88.0% | $273,972-95.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 6.46% | -91.57%+98.0pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,750 | $4,913-64.4% | $3,758-53.4% | $4,869-64.1% |
| Participant deferral / active EE | $3,520 | $5,127-31.4% | $4,311-18.4% | $5,287-33.4% |
| Admin fee / account holder | $158 | $10,253-98.5% | $7,645-97.9% | $10,133-98.4% |