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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 | $6,559 | $69,012-90.5% | $160,009-95.9% | $68,486-90.4% |
| Participation rate | 6.5% | 65.4%-59.0pp | 78.0%-71.5pp | 67.9%-61.4pp |
| Annual return | -16.77% | -9.65%-7.1pp | 408.85%-425.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |