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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 | $5,410 | $95,915-94.4% | $79,580-93.2% | $134,532-96.0% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -18.22% | -2.71%-15.5pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $886 | $3,129-71.7% | $2,413-63.3% | $4,741-81.3% |
| Participant deferral / active EE | $2,228 | $4,693-52.5% | $3,985-44.1% | $6,401-65.2% |
| Admin fee / account holder | $17 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |