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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 | $3,814 | $95,895-96.0% | $79,576-95.2% | $134,509-97.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -10.24% | -2.72%-7.5pp | 0.15%-10.4pp | 418.13%-428.4pp |
| Employer contribution / active EE | $924 | $3,128-70.5% | $2,413-61.7% | $4,741-80.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $21 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |