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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 | $15,131 | $99,032-84.7% | $80,022-81.1% | $135,380-88.8% |
| Participation rate | 52.9% | 78.4%-25.4pp | 75.8%-22.9pp | 82.6%-29.7pp |
| Annual return | -7.99% | 15.39%-23.4pp | 11.22%-19.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $170 | $10,436-98.4% | $6,521-97.4% | $10,828-98.4% |