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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 | $9,026 | $73,848-87.8% | $143,799-93.7% | $68,486-86.8% |
| Participation rate | 28.9% | 66.7%-37.7pp | 80.3%-51.4pp | 67.9%-38.9pp |
| Annual return | -16.81% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,296 | $3,385-61.7% | $5,638-77.0% | $4,028-67.8% |
| Admin fee / account holder | $297 | $5,755-94.8% | $14,677-98.0% | $5,404-94.5% |