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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 | $11,249 | $95,188-88.2% | $76,518-85.3% | $135,379-91.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.24% | 4.85%-10.1pp | -0.27%-5.0pp | 519.79%-525.0pp |
| Employer contribution / active EE | $716 | $3,303-78.3% | $2,647-72.9% | $4,779-85.0% |
| Participant deferral / active EE | $884 | $4,640-80.9% | $3,836-77.0% | $5,609-84.2% |
| Admin fee / account holder | $144 | $6,249-97.7% | $4,849-97.0% | $10,828-98.7% |