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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 | $13,939 | $113,941-87.8% | $94,229-85.2% | $125,389-88.9% |
| Participation rate | 55.6% | 82.9%-27.3pp | 78.8%-23.2pp | 83.2%-27.6pp |
| Annual return | -3.12% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,000 | $5,179-61.4% | $4,320-53.7% | $5,352-62.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |