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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 | $5,142 | $65,453-92.1% | $86,698-94.1% | $66,938-92.3% |
| Participation rate | 69.5% | 75.5%-6.0pp | 76.6%-7.1pp | 69.8%-0.3pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.95%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,436 | $2,154-33.3% | $2,837-49.4% | $2,545-43.6% |
| Participant deferral / active EE | $2,628 | $4,102-35.9% | $4,656-43.6% | $4,238-38.0% |
| Admin fee / account holder | $1 | $642-99.9% | $7,493-100.0% | $594-99.9% |