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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 | $9,898 | $45,152-78.1% | $73,836-86.6% | $59,633-83.4% |
| Participation rate | 54.2% | 64.0%-9.9pp | 73.4%-19.3pp | 68.7%-14.5pp |
| Annual return | -0.78% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $623 | $1,901-67.2% | $2,787-77.6% | $2,203-71.7% |
| Participant deferral / active EE | $1,911 | $2,573-25.7% | $3,583-46.7% | $3,192-40.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |