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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 | $5,506 | $93,124-94.1% | $77,100-92.9% | $134,545-95.9% |
| Participation rate | 65.0% | 74.5%-9.5pp | 67.9%-2.9pp | 81.2%-16.2pp |
| Annual return | -15.56% | 62.68%-78.2pp | 42.35%-57.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $808 | $3,421-76.4% | $2,815-71.3% | $4,742-83.0% |
| Participant deferral / active EE | $2,449 | $5,242-53.3% | $4,430-44.7% | $6,401-61.7% |
| Admin fee / account holder | $108 | $6,970-98.5% | $5,443-98.0% | $11,431-99.1% |