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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 | $7,370 | $73,863-90.0% | $143,797-94.9% | $68,490-89.2% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -18.49% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,178 | $3,385-35.7% | $5,638-61.4% | $4,028-45.9% |
| Admin fee / account holder | $111 | $5,756-98.1% | $14,679-99.2% | $5,403-97.9% |