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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 | $7,721 | $82,678-90.7% | $125,391-93.8% | $68,490-88.7% |
| Participation rate | 68.8% | 75.1%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -6.99% | -5.97%-1.0pp | 572.41%-579.4pp | -7.85%+0.9pp |
| Employer contribution / active EE | $1,835 | $3,382-45.8% | $4,816-61.9% | $2,597-29.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $55 | $6,277-99.1% | $10,009-99.5% | $5,403-99.0% |