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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 | $183 | $73,839-99.8% | $143,788-99.9% | $68,495-99.7% |
| Participation rate | 36.5% | 66.7%-30.2pp | 80.3%-43.8pp | 67.9%-31.4pp |
| Annual return | -18.64% | 1.01%-19.7pp | -0.03%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |