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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 | $7,277 | $131,835-94.5% | $108,582-93.3% | $273,972-97.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 70.37% | -91.57%+161.9pp | -51.70%+122.1pp | 41.46%+28.9pp |
| Employer contribution / active EE | $1,143 | $4,913-76.7% | $3,758-69.6% | $4,869-76.5% |
| Participant deferral / active EE | $2,581 | $5,127-49.7% | $4,311-40.1% | $5,287-51.2% |
| Admin fee / account holder | $51 | $10,253-99.5% | $7,645-99.3% | $10,133-99.5% |