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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 | $6,990 | $92,684-92.5% | $82,706-91.5% | $134,509-94.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -18.69% | 945.84%-964.5pp | 701.76%-720.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $838 | $3,272-74.4% | $3,007-72.1% | $4,741-82.3% |
| Participant deferral / active EE | $2,051 | $4,800-57.3% | $4,394-53.3% | $6,400-68.0% |
| Admin fee / account holder | $120 | $5,982-98.0% | $5,329-97.7% | $11,427-98.9% |