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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 | $9,366 | $90,606-89.7% | $79,466-88.2% | $135,379-93.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -7.62% | 977.69%-985.3pp | 718.28%-725.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $733 | $3,068-76.1% | $2,800-73.8% | $4,779-84.7% |
| Participant deferral / active EE | $1,665 | $4,050-58.9% | $3,704-55.0% | $5,609-70.3% |
| Admin fee / account holder | $111 | $5,895-98.1% | $5,104-97.8% | $10,828-99.0% |