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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 | $17,182 | $140,578-87.8% | $100,671-82.9% | $125,389-86.3% |
| Participation rate | 25.0% | 80.4%-55.4pp | 70.7%-45.7pp | 83.2%-58.2pp |
| Annual return | -1.62% | 24.67%-26.3pp | 20.43%-22.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $49 | $5,965-99.2% | $4,012-98.8% | $4,866-99.0% |
| Participant deferral / active EE | $1,823 | $3,981-54.2% | $3,144-42.0% | $5,352-65.9% |
| Admin fee / account holder | $137 | $6,716-98.0% | $4,850-97.2% | $9,541-98.6% |