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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 | $5,506 | $56,484-90.3% | $169,452-96.8% | $64,173-91.4% |
| Participation rate | 68.3% | 64.5%+3.7pp | 77.8%-9.5pp | 69.6%-1.3pp |
| Annual return | -4.02% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,855 | $3,448-17.2% | $5,277-45.9% | $3,470-17.7% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |