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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 | $4,380 | $65,704-93.3% | $94,229-95.4% | $59,633-92.7% |
| Participation rate | 57.4% | 72.1%-14.7pp | 78.8%-21.4pp | 68.7%-11.3pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $955 | $2,021-52.7% | $3,587-73.4% | $2,203-56.6% |
| Participant deferral / active EE | $1,582 | $3,143-49.7% | $4,320-63.4% | $3,192-50.4% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |