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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 | $3,195 | $64,719-95.1% | $112,249-97.2% | $68,486-95.3% |
| Participation rate | 51.6% | 67.2%-15.5pp | 75.1%-23.4pp | 67.9%-16.3pp |
| Annual return | 0.22% | -11.40%+11.6pp | 27.48%-27.3pp | -7.85%+8.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |