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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 | $14,308 | $127,100-88.7% | $105,738-86.5% | $135,382-89.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 76.3%-20.8pp | 82.6%-27.1pp |
| Annual return | -7.94% | 4.49%-12.4pp | 6.27%-14.2pp | 519.77%-527.7pp |
| Employer contribution / active EE | $1,390 | $4,107-66.1% | $3,268-57.5% | $4,779-70.9% |
| Participant deferral / active EE | $1,861 | $5,064-63.3% | $4,080-54.4% | $5,609-66.8% |
| Admin fee / account holder | $113 | $9,087-98.8% | $6,913-98.4% | $10,829-99.0% |