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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 | $4,645 | $52,678-91.2% | $75,784-93.9% | $59,633-92.2% |
| Participation rate | 37.1% | 67.2%-30.1pp | 75.8%-38.7pp | 68.7%-31.6pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $595 | $2,193-72.9% | $3,323-82.1% | $2,203-73.0% |
| Participant deferral / active EE | $1,180 | $2,591-54.5% | $3,652-67.7% | $3,192-63.0% |
| Admin fee / account holder | $58 | $3,610-98.4% | $5,300-98.9% | $4,297-98.6% |