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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 | $11,153 | $97,761-88.6% | $83,850-86.7% | $135,382-91.8% |
| Participation rate | 60.9% | 80.0%-19.1pp | 76.1%-15.3pp | 82.6%-21.8pp |
| Annual return | -9.16% | 1287.44%-1296.6pp | 850.92%-860.1pp | 519.77%-528.9pp |
| Employer contribution / active EE | $930 | $4,222-78.0% | $3,631-74.4% | $4,779-80.5% |
| Participant deferral / active EE | $1,777 | $4,682-62.1% | $4,082-56.5% | $5,609-68.3% |
| Admin fee / account holder | $53 | $6,674-99.2% | $5,478-99.0% | $10,829-99.5% |