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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 | $1,344 | $86,701-98.4% | $73,309-98.2% | $125,389-98.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 74.9%-34.9pp | 83.2%-43.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $559 | $4,152-86.5% | $3,237-82.7% | $4,866-88.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13 | $7,768-99.8% | $5,635-99.8% | $9,541-99.9% |