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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 | $3,342 | $73,009-95.4% | $90,760-96.3% | $68,486-95.1% |
| Participation rate | 67.5% | 70.8%-3.3pp | 75.7%-8.2pp | 67.9%-0.4pp |
| Annual return | -17.21% | -13.81%-3.4pp | -12.16%-5.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,008 | $2,193-54.0% | $2,922-65.5% | $2,597-61.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $211 | $5,896-96.4% | $8,444-97.5% | $5,404-96.1% |