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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 | $17,126 | $100,805-83.0% | $86,698-80.2% | $134,532-87.3% |
| Participation rate | 18.8% | 79.0%-60.2pp | 76.6%-57.8pp | 81.2%-62.5pp |
| Annual return | -17.69% | 29.09%-46.8pp | 35.95%-53.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $819 | $3,490-76.5% | $2,837-71.1% | $4,741-82.7% |
| Participant deferral / active EE | $2,138 | $5,339-60.0% | $4,656-54.1% | $6,401-66.6% |
| Admin fee / account holder | $130 | $10,925-98.8% | $7,493-98.3% | $11,429-98.9% |