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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 | $17,321 | $167,352-89.6% | $143,788-88.0% | $134,509-87.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.31% | 0.47%-14.8pp | -0.03%-14.3pp | 418.13%-432.4pp |
| Employer contribution / active EE | $1,502 | $5,620-73.3% | $4,952-69.7% | $4,741-68.3% |
| Participant deferral / active EE | $7,097 | $6,447+10.1% | $5,638+25.9% | $6,400+10.9% |
| Admin fee / account holder | $121 | $18,091-99.3% | $14,675-99.2% | $11,427-98.9% |