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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 | $3,424 | $73,848-95.4% | $143,799-97.6% | $68,486-95.0% |
| Participation rate | 58.2% | 66.7%-8.4pp | 80.3%-22.1pp | 67.9%-9.7pp |
| Annual return | -7.42% | 0.91%-8.3pp | -0.04%-7.4pp | -7.85%+0.4pp |
| Employer contribution / active EE | $897 | $3,184-71.8% | $4,952-81.9% | $2,597-65.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |