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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 | $22,414 | $72,404-69.0% | $110,243-79.7% | $64,173-65.1% |
| Participation rate | 48.5% | 73.3%-24.9pp | 79.8%-31.3pp | 69.6%-21.1pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,719 | $3,469-21.6% | $4,672-41.8% | $3,470-21.6% |
| Admin fee / account holder | $84 | $5,664-98.5% | $8,548-99.0% | $4,887-98.3% |