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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 | $8,330 | $59,116-85.9% | $86,438-90.4% | $68,486-87.8% |
| Participation rate | 60.5% | 75.2%-14.7pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,206 | $5,902-28.7% | $6,952-39.5% | $4,028+4.4% |
| Admin fee / account holder | $67 | $5,639-98.8% | $6,733-99.0% | $5,404-98.8% |