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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 | $13,097 | $69,012-81.0% | $160,009-91.8% | $68,486-80.9% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 67.9%-7.9pp |
| Annual return | -14.92% | -9.65%-5.3pp | 408.85%-423.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $969 | $2,212-56.2% | $4,225-77.1% | $2,597-62.7% |
| Participant deferral / active EE | $1,621 | $4,212-61.5% | $6,183-73.8% | $4,028-59.8% |
| Admin fee / account holder | $228 | $4,798-95.3% | $8,715-97.4% | $5,404-95.8% |