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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 | $11,586 | $142,392-91.9% | $119,622-90.3% | $134,532-91.4% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -13.12% | -12.46%-0.7pp | -14.98%+1.9pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,838 | $5,224-64.8% | $4,232-56.6% | $4,741-61.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $45 | $13,593-99.7% | $10,328-99.6% | $11,429-99.6% |