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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 | $6,265 | $81,870-92.3% | $119,634-94.8% | $68,490-90.9% |
| Participation rate | 60.3% | 71.9%-11.5pp | 79.3%-18.9pp | 67.9%-7.6pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,280 | $2,692-52.5% | $4,232-69.8% | $2,597-50.7% |
| Participant deferral / active EE | $3,152 | $4,148-24.0% | $5,601-43.7% | $4,028-21.7% |
| Admin fee / account holder | $2 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |