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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 | $12,142 | $82,678-85.3% | $125,391-90.3% | $68,490-82.3% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,988 | $3,382-41.2% | $4,816-58.7% | $2,597-23.4% |
| Participant deferral / active EE | $5,079 | $6,111-16.9% | $7,448-31.8% | $4,028+26.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |