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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 | $6,828 | $64,729-89.5% | $112,263-93.9% | $68,490-90.0% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,326 | $2,746-51.7% | $3,636-63.5% | $2,597-48.9% |
| Participant deferral / active EE | $1,701 | $3,566-52.3% | $4,729-64.0% | $4,028-57.8% |
| Admin fee / account holder | $10 | $5,222-99.8% | $6,410-99.9% | $5,403-99.8% |