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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 | $10,753 | $175,600-93.9% | $129,110-91.7% | $134,509-92.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -3.21% | -11.39%+8.2pp | -10.94%+7.7pp | 418.13%-421.3pp |
| Employer contribution / active EE | $2,641 | $6,355-58.4% | $5,052-47.7% | $4,741-44.3% |
| Participant deferral / active EE | $2,427 | $7,975-69.6% | $6,542-62.9% | $6,400-62.1% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |