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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 | $11,808 | $138,075-91.4% | $123,552-90.4% | $135,379-91.3% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -8.90% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,235 | $5,152-76.0% | $4,628-73.3% | $4,779-74.2% |
| Participant deferral / active EE | $2,255 | $6,800-66.8% | $6,426-64.9% | $5,609-59.8% |
| Admin fee / account holder | $129 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |