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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 | $3,632 | $56,339-93.6% | $104,301-96.5% | $68,486-94.7% |
| Participation rate | 64.5% | 63.3%+1.3pp | 73.3%-8.8pp | 67.9%-3.4pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $661 | $1,960-66.3% | $3,373-80.4% | $2,597-74.5% |
| Participant deferral / active EE | $1,756 | $3,077-42.9% | $4,626-62.0% | $4,028-56.4% |
| Admin fee / account holder | $12 | $4,902-99.8% | $7,340-99.8% | $5,404-99.8% |