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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 | $12,848 | $91,536-86.0% | $130,062-90.1% | $75,177-82.9% |
| Participation rate | 57.5% | 71.5%-14.0pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 17.81% | -631.62%+649.4pp | -137.37%+155.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,136 | $2,845-60.1% | $4,322-73.7% | $2,671-57.5% |
| Participant deferral / active EE | $2,745 | $4,343-36.8% | $5,821-52.8% | $4,126-33.5% |
| Admin fee / account holder | $164 | $6,780-97.6% | $10,601-98.5% | $5,651-97.1% |