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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 | $9,166 | $95,188-90.4% | $76,518-88.0% | $135,380-93.2% |
| Participation rate | 35.7% | 74.4%-38.7pp | 68.0%-32.3pp | 82.6%-46.9pp |
| Annual return | -8.65% | 4.85%-13.5pp | -0.27%-8.4pp | 519.81%-528.5pp |
| Employer contribution / active EE | $418 | $3,303-87.4% | $2,647-84.2% | $4,779-91.3% |
| Participant deferral / active EE | $754 | $4,640-83.7% | $3,836-80.3% | $5,609-86.5% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |