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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 | $16,675 | $82,674-79.8% | $125,381-86.7% | $68,486-75.7% |
| Participation rate | 65.5% | 75.1%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -0.65% | -5.97%+5.3pp | 572.31%-573.0pp | -7.85%+7.2pp |
| Employer contribution / active EE | $2,144 | $3,382-36.6% | $4,815-55.5% | $2,597-17.4% |
| Participant deferral / active EE | $3,741 | $6,111-38.8% | $7,448-49.8% | $4,028-7.1% |
| Admin fee / account holder | $58 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |