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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 | $101,519 | $218,893-53.6% | $436,953-76.8% | $233,076-56.4% |
| Participation rate | 50.0% | 49.9%+0.1pp | 44.2%+5.8pp | 46.4%+3.6pp |
| Annual return | -7.53% | -114.99%+107.5pp | -102.04%+94.5pp | -82.67%+75.1pp |
| Employer contribution / active EE | $12,182 | $39,361-69.1% | $36,232-66.4% | $43,771-72.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |