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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 | $9,691 | $91,536-89.4% | $130,062-92.5% | $75,177-87.1% |
| Participation rate | 65.1% | 71.5%-6.4pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 21.45% | -631.62%+653.1pp | -137.37%+158.8pp | 160.75%-139.3pp |
| Employer contribution / active EE | $3,102 | $2,845+9.0% | $4,322-28.2% | $2,671+16.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $68 | $6,780-99.0% | $10,601-99.4% | $5,651-98.8% |