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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 | $4,005 | $77,817-94.9% | $123,553-96.8% | $64,173-93.8% |
| Participation rate | 68.5% | 74.7%-6.2pp | 82.3%-13.8pp | 69.6%-1.0pp |
| Annual return | -7.88% | 12.49%-20.4pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,348 | $3,014-55.3% | $4,628-70.9% | $2,381-43.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31 | $5,519-99.4% | $9,284-99.7% | $4,887-99.4% |