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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 | $19,591 | $167,533-88.3% | $151,645-87.1% | $134,545-85.4% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.5%-57.5pp | 81.2%-51.2pp |
| Annual return | -9.97% | 7.81%-17.8pp | 3.34%-13.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |