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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 | $7,097 | $49,239-85.6% | $70,462-89.9% | $79,858-91.1% |
| Participation rate | 14.3% | 69.2%-54.9pp | 75.1%-60.8pp | 69.6%-55.3pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $959 | $2,769-65.4% | $3,710-74.2% | $3,740-74.4% |
| Admin fee / account holder | $10 | $2,876-99.7% | $3,845-99.7% | $5,306-99.8% |