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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 | $23,519 | $224,372-89.5% | $219,333-89.3% | $222,458-89.4% |
| Participation rate | 58.3% | 47.3%+11.1pp | 42.3%+16.0pp | 48.7%+9.6pp |
| Annual return | 0.00% | -2.14%+2.1pp | -2.01%+2.0pp | -2.16%+2.2pp |
| Employer contribution / active EE | $13,798 | $37,296-63.0% | $34,453-60.0% | $42,949-67.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |