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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 | $14,665 | $142,409-89.7% | $119,634-87.7% | $134,545-89.1% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -18.45% | -12.46%-6.0pp | -14.98%-3.5pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,209 | $5,224-76.9% | $4,232-71.4% | $4,742-74.5% |
| Participant deferral / active EE | $2,601 | $6,468-59.8% | $5,601-53.6% | $6,401-59.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |