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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 | $7,069 | $46,697-84.9% | $117,533-94.0% | $68,486-89.7% |
| Participation rate | 20.5% | 56.8%-36.3pp | 70.6%-50.1pp | 67.9%-47.4pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $420 | $1,506-72.1% | $4,179-89.9% | $2,597-83.8% |
| Participant deferral / active EE | $1,575 | $2,637-40.3% | $4,072-61.3% | $4,028-60.9% |
| Admin fee / account holder | $105 | $4,023-97.4% | $5,647-98.1% | $5,404-98.1% |