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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 | $18,892 | $92,219-79.5% | $76,767-75.4% | $135,380-86.0% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -8.69% | 5.46%-14.1pp | 2.43%-11.1pp | 519.81%-528.5pp |
| Employer contribution / active EE | $776 | $3,216-75.9% | $2,485-68.8% | $4,779-83.8% |
| Participant deferral / active EE | $1,649 | $4,508-63.4% | $3,852-57.2% | $5,609-70.6% |
| Admin fee / account holder | $26 | $10,749-99.8% | $6,675-99.6% | $10,828-99.8% |