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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 | $11,796 | $64,729-81.8% | $112,263-89.5% | $68,490-82.8% |
| Participation rate | 59.7% | 67.2%-7.4pp | 75.1%-15.4pp | 67.9%-8.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,717 | $2,746-1.1% | $3,636-25.3% | $2,597+4.6% |
| Participant deferral / active EE | $4,658 | $3,566+30.6% | $4,729-1.5% | $4,028+15.6% |
| Admin fee / account holder | $67 | $5,222-98.7% | $6,410-98.9% | $5,403-98.8% |