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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 | $9,464 | $67,411-86.0% | $91,004-89.6% | $70,126-86.5% |
| Participation rate | 68.4% | 71.4%-3.0pp | 75.6%-7.2pp | 69.5%-1.2pp |
| Annual return | 4056.08% | -40.16%+4096.2pp | 4.60%+4051.5pp | 73.15%+3982.9pp |
| Employer contribution / active EE | $1,601 | $1,786-10.4% | $2,456-34.8% | $2,343-31.7% |
| Participant deferral / active EE | $2,351 | $2,823-16.7% | $3,548-33.7% | $3,332-29.4% |
| Admin fee / account holder | $211 | $4,236-95.0% | $5,417-96.1% | $4,645-95.4% |