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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 | $24,180 | $140,592-82.8% | $123,106-80.4% | $125,388-80.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.55% | 16.80%-19.3pp | 13.22%-15.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,865 | $6,041-69.1% | $5,151-63.8% | $4,866-61.7% |
| Participant deferral / active EE | $4,455 | $6,980-36.2% | $6,229-28.5% | $5,352-16.8% |
| Admin fee / account holder | $232 | $11,198-97.9% | $9,015-97.4% | $9,541-97.6% |