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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 | $8,739 | $91,537-90.5% | $130,045-93.3% | $75,173-88.4% |
| Participation rate | 47.6% | 71.5%-23.8pp | 78.5%-30.9pp | 67.2%-19.6pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,756 | $2,845-38.3% | $4,321-59.4% | $2,671-34.2% |
| Participant deferral / active EE | $2,397 | $4,343-44.8% | $5,820-58.8% | $4,126-41.9% |
| Admin fee / account holder | $12 | $6,780-99.8% | $10,600-99.9% | $5,651-99.8% |