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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 | $5,814 | $64,719-91.0% | $112,249-94.8% | $68,486-91.5% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.1%-9.7pp | 67.9%-2.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,322 | $2,747-51.9% | $3,636-63.6% | $2,597-49.1% |
| Participant deferral / active EE | $2,616 | $3,565-26.6% | $4,729-44.7% | $4,028-35.0% |
| Admin fee / account holder | $87 | $5,232-98.3% | $6,412-98.6% | $5,404-98.4% |