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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 | $3,922 | $45,872-91.5% | $77,081-94.9% | $68,495-94.3% |
| Participation rate | 45.5% | 55.9%-10.5pp | 67.9%-22.5pp | 67.9%-22.4pp |
| Annual return | -16.35% | 1.73%-18.1pp | 42.33%-58.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $42 | $3,041-98.6% | $5,427-99.2% | $5,403-99.2% |