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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 | $6,035 | $81,870-92.6% | $119,608-95.0% | $68,495-91.2% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.7pp | 67.9%-2.3pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $771 | $2,692-71.4% | $4,232-81.8% | $2,596-70.3% |
| Participant deferral / active EE | $1,880 | $4,148-54.7% | $5,601-66.4% | $4,028-53.3% |
| Admin fee / account holder | $30 | $6,583-99.5% | $10,326-99.7% | $5,403-99.4% |