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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 | $9,131 | $50,958-82.1% | $74,552-87.8% | $64,181-85.8% |
| Participation rate | 41.4% | 61.1%-19.7pp | 69.1%-27.8pp | 69.6%-28.2pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,026 | $2,301+74.9% | $3,108+29.5% | $3,470+16.0% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,887-100.0% |