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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 | $10,240 | $131,835-92.2% | $108,582-90.6% | $273,972-96.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,852 | $5,127-5.4% | $4,311+12.6% | $5,287-8.2% |
| Admin fee / account holder | $59 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |