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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 | $2,864 | $52,379-94.5% | $46,225-93.8% | $273,972-99.0% |
| Participation rate | 45.0% | 84.0%-39.0pp | 79.5%-34.5pp | 83.0%-38.0pp |
| Annual return | 0.00% | 7.23%-7.2pp | 7.57%-7.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,521 | $4,660-67.4% | $3,776-59.7% | $5,287-71.2% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |