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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 | $7,207 | $46,697-84.6% | $117,529-93.9% | $68,490-89.5% |
| Participation rate | 16.7% | 56.8%-40.1pp | 70.6%-53.9pp | 67.9%-51.2pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,816 | $2,637-31.2% | $4,072-55.4% | $4,028-54.9% |
| Admin fee / account holder | $259 | $4,023-93.6% | $5,645-95.4% | $5,403-95.2% |