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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 | $10,480 | $564,480-98.1% | $113,516-90.8% | $564,480-98.1% |
| Participation rate | 66.7% | 89.1%-22.5pp | 93.3%-26.7pp | 89.1%-22.5pp |
| Annual return | 0.00% | -14.07%+14.1pp | -14.61%+14.6pp | -14.07%+14.1pp |
| Employer contribution / active EE | $4,792 | $29,221-83.6% | $5,360-10.6% | $29,221-83.6% |
| Participant deferral / active EE | $5,778 | $5,729+0.9% | $2,642+118.7% | $5,729+0.9% |
| Admin fee / account holder | $89 | $27,140-99.7% | $3,772-97.6% | $27,140-99.7% |