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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 | $13,164 | $68,996-80.9% | $159,991-91.8% | $68,495-80.8% |
| Participation rate | 53.1% | 65.4%-12.3pp | 78.0%-24.8pp | 67.9%-14.8pp |
| Annual return | -17.46% | -9.65%-7.8pp | 408.82%-426.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,295 | $2,212-41.5% | $4,225-69.3% | $2,596-50.1% |
| Participant deferral / active EE | $2,224 | $4,211-47.2% | $6,183-64.0% | $4,028-44.8% |
| Admin fee / account holder | $45 | $4,797-99.1% | $8,715-99.5% | $5,403-99.2% |