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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 | $7,201 | $142,409-94.9% | $119,634-94.0% | $134,545-94.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,485 | $5,224-71.6% | $4,232-64.9% | $4,742-68.7% |
| Participant deferral / active EE | $2,874 | $6,468-55.6% | $5,601-48.7% | $6,401-55.1% |
| Admin fee / account holder | $32 | $13,594-99.8% | $10,329-99.7% | $11,431-99.7% |