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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 | $4,821 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-98.2% |
| Participation rate | 33.3% | 74.1%-40.7pp | 68.4%-35.1pp | 83.0%-49.7pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $635 | $2,350-73.0% | $1,844-65.6% | $4,869-87.0% |
| Participant deferral / active EE | $968 | $2,962-67.3% | $2,591-62.6% | $5,287-81.7% |
| Admin fee / account holder | $20 | $3,725-99.5% | $2,903-99.3% | $10,133-99.8% |