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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 | $17,087 | $167,352-89.8% | $143,788-88.1% | $134,509-87.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -8.18% | 0.47%-8.7pp | -0.03%-8.1pp | 418.13%-426.3pp |
| Employer contribution / active EE | $1,492 | $5,620-73.4% | $4,952-69.9% | $4,741-68.5% |
| Participant deferral / active EE | $6,596 | $6,447+2.3% | $5,638+17.0% | $6,400+3.0% |
| Admin fee / account holder | $155 | $18,091-99.1% | $14,675-98.9% | $11,427-98.6% |