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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 | $4,034 | $97,881-95.9% | $80,004-95.0% | $125,389-96.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -3.02% | 9.36%-12.4pp | 7.63%-10.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $773 | $3,128-75.3% | $2,473-68.8% | $4,866-84.1% |
| Participant deferral / active EE | $808 | $3,744-78.4% | $3,204-74.8% | $5,352-84.9% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |