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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 | $8,606 | $69,518-87.6% | $59,887-85.6% | $135,379-93.6% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.7%-22.5pp | 82.6%-30.5pp |
| Annual return | -7.18% | 7.95%-15.1pp | 3.46%-10.6pp | 519.79%-527.0pp |
| Employer contribution / active EE | $637 | $3,235-80.3% | $2,722-76.6% | $4,779-86.7% |
| Participant deferral / active EE | $817 | $4,204-80.6% | $3,402-76.0% | $5,609-85.4% |
| Admin fee / account holder | $127 | $5,734-97.8% | $3,591-96.5% | $10,828-98.8% |