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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 | $3,233 | $53,546-94.0% | $69,890-95.4% | $68,490-95.3% |
| Participation rate | 69.7% | 64.5%+5.2pp | 70.5%-0.8pp | 67.9%+1.8pp |
| Annual return | -1.49% | -13.87%+12.4pp | 190.84%-192.3pp | -7.85%+6.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |