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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 | $3,136 | $63,703-95.1% | $93,063-96.6% | $82,448-96.2% |
| Participation rate | 48.3% | 63.8%-15.6pp | 72.1%-23.8pp | 68.1%-19.8pp |
| Annual return | 88.85% | -775.43%+864.3pp | 34.15%+54.7pp | 41.64%+47.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $934 | $2,919-68.0% | $3,958-76.4% | $4,139-77.4% |
| Admin fee / account holder | $165 | $5,982-97.2% | $6,033-97.3% | $7,234-97.7% |