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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 | $13,575 | $50,947-73.4% | $74,549-81.8% | $64,173-78.8% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,202 | $2,302-4.3% | $3,108-29.2% | $3,470-36.5% |
| Admin fee / account holder | $135 | $4,221-96.8% | $5,059-97.3% | $4,887-97.2% |