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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 | $17,324 | $138,076-87.5% | $123,553-86.0% | $135,380-87.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.89% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,515 | $5,152-70.6% | $4,628-67.3% | $4,779-68.3% |
| Participant deferral / active EE | $2,363 | $6,800-65.3% | $6,426-63.2% | $5,609-57.9% |
| Admin fee / account holder | $64 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |