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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 | $11,363 | $49,280-76.9% | $67,313-83.1% | $64,173-82.3% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.1%-39.8pp | 69.6%-40.3pp |
| Annual return | -4.50% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $886 | $2,484-64.4% | $3,568-75.2% | $3,470-74.5% |
| Admin fee / account holder | $83 | $3,863-97.8% | $4,507-98.2% | $4,887-98.3% |