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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 | $4,249 | $45,566-90.7% | $64,105-93.4% | $59,633-92.9% |
| Participation rate | 55.6% | 60.2%-4.6pp | 68.2%-12.6pp | 68.7%-13.1pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $554 | $934-40.7% | $1,820-69.5% | $2,203-74.8% |
| Participant deferral / active EE | $2,292 | $2,057+11.4% | $2,822-18.8% | $3,192-28.2% |
| Admin fee / account holder | $113 | $3,268-96.5% | $4,499-97.5% | $4,297-97.4% |