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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 | $6,202 | $72,404-91.4% | $110,243-94.4% | $64,173-90.3% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.0pp |
| Annual return | 17.52% | -6.29%+23.8pp | 314.76%-297.2pp | 7.63%+9.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,541 | $3,469-26.7% | $4,672-45.6% | $3,470-26.8% |
| Admin fee / account holder | $10 | $5,664-99.8% | $8,548-99.9% | $4,887-99.8% |