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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 | $14,153 | $158,852-91.1% | $121,220-88.3% | $135,380-89.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 71.8%-3.3pp | 82.6%-14.2pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.94%-24.6pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,440 | $5,666-74.6% | $4,023-64.2% | $4,779-69.9% |
| Participant deferral / active EE | $2,030 | $4,006-49.3% | $3,345-39.3% | $5,609-63.8% |
| Admin fee / account holder | $20 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |