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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 | $3,137 | $39,132-92.0% | $57,196-94.5% | $62,881-95.0% |
| Participation rate | 53.8% | 70.5%-16.6pp | 75.3%-21.5pp | 69.3%-15.5pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $368 | $1,874-80.4% | $2,683-86.3% | $2,281-83.9% |
| Participant deferral / active EE | $793 | $2,374-66.6% | $3,096-74.4% | $3,203-75.2% |
| Admin fee / account holder | $1 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |