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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 | $2,249 | $107,809-97.9% | $90,657-97.5% | $135,379-98.3% |
| Participation rate | 22.2% | 78.0%-55.8pp | 74.0%-51.8pp | 82.6%-60.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $543 | $3,872-86.0% | $3,424-84.2% | $5,609-90.3% |
| Admin fee / account holder | $16 | $5,931-99.7% | $4,994-99.7% | $10,828-99.9% |