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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 | $9,275 | $47,977-80.7% | $154,111-94.0% | $56,287-83.5% |
| Participation rate | 62.8% | 66.2%-3.3pp | 83.0%-20.2pp | 69.9%-7.0pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.18%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $389 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $110 | $438-74.8% | $13,411-99.2% | $521-78.8% |