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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 | $13,445 | $158,852-91.5% | $121,220-88.9% | $135,380-90.1% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -6.22% | -0.64%-5.6pp | 16.94%-23.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $900 | $5,666-84.1% | $4,023-77.6% | $4,779-81.2% |
| Participant deferral / active EE | $979 | $4,006-75.6% | $3,345-70.7% | $5,609-82.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |