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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 | $3,165 | $46,877-93.2% | $122,354-97.4% | $70,126-95.5% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $389 | $1,288-69.8% | $4,051-90.4% | $2,343-83.4% |
| Participant deferral / active EE | $904 | $2,167-58.3% | $3,287-72.5% | $3,332-72.9% |
| Admin fee / account holder | $11 | $3,324-99.7% | $5,479-99.8% | $4,645-99.8% |