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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 | $4,623 | $61,214-92.4% | $83,323-94.5% | $56,287-91.8% |
| Participation rate | 60.1% | 72.6%-12.4pp | 77.8%-17.6pp | 69.9%-9.7pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.63%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,047 | $5,091-40.2% | $5,565-45.3% | $3,350-9.1% |
| Admin fee / account holder | $161 | $512-68.6% | $7,539-97.9% | $521-69.2% |