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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 | $7,604 | $49,239-84.6% | $70,462-89.2% | $79,858-90.5% |
| Participation rate | 36.6% | 69.2%-32.6pp | 75.1%-38.5pp | 69.6%-33.1pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,154 | $2,769-22.2% | $3,710-41.9% | $3,740-42.4% |
| Admin fee / account holder | $84 | $2,876-97.1% | $3,845-97.8% | $5,306-98.4% |