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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 | $4,380 | $53,162-91.8% | $91,225-95.2% | $68,486-93.6% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $372 | $1,709-78.3% | $2,851-87.0% | $2,597-85.7% |
| Participant deferral / active EE | $2,550 | $2,974-14.3% | $4,233-39.8% | $4,028-36.7% |
| Admin fee / account holder | $13 | $4,493-99.7% | $5,422-99.8% | $5,404-99.8% |