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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 | $4,366 | $44,850-90.3% | $60,547-92.8% | $59,633-92.7% |
| Participation rate | 59.5% | 59.5%+0.1pp | 68.0%-8.4pp | 68.7%-9.1pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,160 | $1,462-20.7% | $2,419-52.1% | $2,203-47.4% |
| Participant deferral / active EE | $2,076 | $2,230-6.9% | $3,328-37.6% | $3,192-34.9% |
| Admin fee / account holder | $66 | $3,635-98.2% | $4,536-98.5% | $4,297-98.5% |