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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 | $12,650 | $69,012-81.7% | $160,009-92.1% | $68,486-81.5% |
| Participation rate | 46.2% | 65.4%-19.3pp | 78.0%-31.8pp | 67.9%-21.7pp |
| Annual return | -17.72% | -9.65%-8.1pp | 408.85%-426.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,425 | $4,212-66.2% | $6,183-77.0% | $4,028-64.6% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |