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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 | $16,956 | $167,362-89.9% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -16.56% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $6,808 | $5,620+21.1% | $4,952+37.5% | $4,741+43.6% |
| Participant deferral / active EE | $6,395 | $6,447-0.8% | $5,638+13.4% | $6,401-0.1% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |