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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 | $9,824 | $95,975-89.8% | $74,549-86.8% | $135,379-92.7% |
| Participation rate | 27.3% | 75.7%-48.4pp | 69.1%-41.9pp | 82.6%-55.4pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $340 | $2,716-87.5% | $1,961-82.7% | $4,779-92.9% |
| Participant deferral / active EE | $973 | $3,844-74.7% | $3,108-68.7% | $5,609-82.6% |
| Admin fee / account holder | $96 | $6,522-98.5% | $5,059-98.1% | $10,828-99.1% |