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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 | $10,705 | $84,697-87.4% | $73,845-85.5% | $125,393-91.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -2.95% | 3123.66%-3126.6pp | 2267.91%-2270.9pp | 282.23%-285.2pp |
| Employer contribution / active EE | $708 | $3,123-77.3% | $2,788-74.6% | $4,866-85.5% |
| Participant deferral / active EE | $885 | $3,993-77.8% | $3,583-75.3% | $5,351-83.5% |
| Admin fee / account holder | $69 | $5,692-98.8% | $4,881-98.6% | $9,541-99.3% |