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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 | $5,383 | $95,895-94.4% | $79,576-93.2% | $134,509-96.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.28% | -2.72%-12.6pp | 0.15%-15.4pp | 418.13%-433.4pp |
| Employer contribution / active EE | $602 | $3,128-80.8% | $2,413-75.1% | $4,741-87.3% |
| Participant deferral / active EE | $1,720 | $4,693-63.3% | $3,985-56.8% | $6,400-73.1% |
| Admin fee / account holder | $147 | $9,129-98.4% | $6,834-97.8% | $11,427-98.7% |