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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 | $9,704 | $158,852-93.9% | $121,220-92.0% | $135,380-92.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 0.22% | -0.64%+0.9pp | 16.94%-16.7pp | 519.81%-519.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,847 | $4,006-28.9% | $3,345-14.9% | $5,609-49.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |