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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 | $5,321 | $45,566-88.3% | $64,105-91.7% | $59,633-91.1% |
| Participation rate | 44.2% | 60.2%-15.9pp | 68.2%-23.9pp | 68.7%-24.4pp |
| Annual return | -0.60% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $350 | $934-62.5% | $1,820-80.7% | $2,203-84.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |