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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 | $8,387 | $69,012-87.8% | $160,009-94.8% | $68,486-87.8% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.5pp | 67.9%-3.4pp |
| Annual return | -18.45% | -9.65%-8.8pp | 408.85%-427.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,493 | $4,212-64.5% | $6,183-75.8% | $4,028-62.9% |
| Admin fee / account holder | $32 | $4,798-99.3% | $8,715-99.6% | $5,404-99.4% |