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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 | $10,116 | $107,809-90.6% | $90,657-88.8% | $135,379-92.5% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.0%-11.5pp | 82.6%-20.1pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,864 | $3,018-38.2% | $2,532-26.4% | $4,779-61.0% |
| Participant deferral / active EE | $4,878 | $3,872+26.0% | $3,424+42.4% | $5,609-13.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |