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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 | $6,951 | $46,534-85.1% | $64,097-89.2% | $75,177-90.8% |
| Participation rate | 13.8% | 65.9%-52.1pp | 72.3%-58.5pp | 67.2%-53.4pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $899 | $2,835-68.3% | $3,881-76.8% | $4,126-78.2% |
| Admin fee / account holder | $188 | $2,957-93.7% | $3,070-93.9% | $5,651-96.7% |