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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 | $12,162 | $52,678-76.9% | $75,784-84.0% | $59,633-79.6% |
| Participation rate | 2.8% | 67.2%-64.4pp | 75.8%-73.0pp | 68.7%-65.9pp |
| Annual return | -0.35% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |