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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 | $7,745 | $105,866-92.7% | $90,766-91.5% | $134,545-94.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,988 | $3,464-42.6% | $2,922-32.0% | $4,742-58.1% |
| Participant deferral / active EE | $1,988 | $5,217-61.9% | $4,565-56.5% | $6,401-68.9% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,446-99.8% | $11,431-99.9% |