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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 | $4,146 | $54,239-92.4% | $70,098-94.1% | $68,495-93.9% |
| Participation rate | 42.5% | 64.5%-22.0pp | 70.5%-28.0pp | 67.9%-25.4pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $586 | $2,019-71.0% | $2,560-77.1% | $2,596-77.4% |
| Participant deferral / active EE | $1,174 | $2,957-60.3% | $3,849-69.5% | $4,028-70.8% |
| Admin fee / account holder | $17 | $4,691-99.6% | $6,266-99.7% | $5,403-99.7% |