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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 | $16,605 | $64,729-74.3% | $112,263-85.2% | $68,490-75.8% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -18.39% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,201 | $2,746-56.3% | $3,636-67.0% | $2,597-53.8% |
| Participant deferral / active EE | $2,671 | $3,566-25.1% | $4,729-43.5% | $4,028-33.7% |
| Admin fee / account holder | $127 | $5,222-97.6% | $6,410-98.0% | $5,403-97.7% |