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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 | $3,931 | $84,493-95.3% | $125,381-96.9% | $66,938-94.1% |
| Participation rate | 3.0% | 76.4%-73.4pp | 82.4%-79.4pp | 69.8%-66.8pp |
| Annual return | -1.85% | -8.49%+6.6pp | 572.31%-574.2pp | 1.58%-3.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |