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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 | $3,797 | $97,881-96.1% | $80,004-95.3% | $125,389-97.0% |
| Participation rate | 56.3% | 77.9%-21.6pp | 73.0%-16.8pp | 83.2%-26.9pp |
| Annual return | -1.64% | 9.36%-11.0pp | 7.63%-9.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $919 | $3,744-75.5% | $3,204-71.3% | $5,352-82.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |