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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 | $14,765 | $167,352-91.2% | $143,788-89.7% | $134,509-89.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.44% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,366 | $5,620-57.9% | $4,952-52.2% | $4,741-50.1% |
| Participant deferral / active EE | $2,943 | $6,447-54.4% | $5,638-47.8% | $6,400-54.0% |
| Admin fee / account holder | $157 | $18,091-99.1% | $14,675-98.9% | $11,427-98.6% |