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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 | $20,893 | $167,533-87.5% | $151,645-86.2% | $134,545-84.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -16.33% | 7.81%-24.1pp | 3.34%-19.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,494 | $6,828-63.5% | $6,165-59.6% | $4,742-47.4% |
| Participant deferral / active EE | $5,835 | $8,985-35.1% | $8,363-30.2% | $6,401-8.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |