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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 | $6,519 | $64,719-89.9% | $112,249-94.2% | $68,486-90.5% |
| Participation rate | 45.2% | 67.2%-22.0pp | 75.1%-29.9pp | 67.9%-22.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,322 | $2,747-51.9% | $3,636-63.6% | $2,597-49.1% |
| Participant deferral / active EE | $1,918 | $3,565-46.2% | $4,729-59.4% | $4,028-52.4% |
| Admin fee / account holder | $28 | $5,232-99.5% | $6,412-99.6% | $5,404-99.5% |