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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 | $14,247 | $81,870-82.6% | $119,608-88.1% | $68,495-79.2% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,421 | $2,692-10.0% | $4,232-42.8% | $2,596-6.7% |
| Participant deferral / active EE | $4,290 | $4,148+3.4% | $5,601-23.4% | $4,028+6.5% |
| Admin fee / account holder | $7 | $6,583-99.9% | $10,326-99.9% | $5,403-99.9% |