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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 | $1,470 | $97,881-98.5% | $80,004-98.2% | $125,389-98.8% |
| Participation rate | 55.6% | 77.9%-22.3pp | 73.0%-17.5pp | 83.2%-27.6pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $166 | $3,128-94.7% | $2,473-93.3% | $4,866-96.6% |
| Participant deferral / active EE | $663 | $3,744-82.3% | $3,204-79.3% | $5,352-87.6% |
| Admin fee / account holder | $15 | $6,278-99.8% | $5,033-99.7% | $9,541-99.8% |