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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 | $11,188 | $56,197-80.1% | $67,652-83.5% | $59,633-81.2% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | -1.17% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,148 | $1,615-28.9% | $2,266-49.3% | $2,203-47.9% |
| Participant deferral / active EE | $1,664 | $2,844-41.5% | $3,560-53.3% | $3,192-47.9% |
| Admin fee / account holder | $81 | $3,958-98.0% | $4,821-98.3% | $4,297-98.1% |