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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 | $8,695 | $64,729-86.6% | $112,263-92.3% | $68,490-87.3% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,715 | $2,746+35.3% | $3,636+2.2% | $2,597+43.1% |
| Participant deferral / active EE | $1,930 | $3,566-45.9% | $4,729-59.2% | $4,028-52.1% |
| Admin fee / account holder | $14 | $5,222-99.7% | $6,410-99.8% | $5,403-99.7% |