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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 | $3,494 | $72,404-95.2% | $110,243-96.8% | $64,173-94.6% |
| Participation rate | 35.4% | 73.3%-37.9pp | 79.8%-44.4pp | 69.6%-34.2pp |
| Annual return | -4.52% | -6.29%+1.8pp | 314.76%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $658 | $2,282-71.2% | $3,827-82.8% | $2,381-72.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |