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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 | $1,971 | $46,877-95.8% | $122,354-98.4% | $70,126-97.2% |
| Participation rate | 51.7% | 58.2%-6.5pp | 71.6%-19.9pp | 69.5%-17.8pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,023 | $2,167-52.8% | $3,287-68.9% | $3,332-69.3% |
| Admin fee / account holder | $106 | $3,324-96.8% | $5,479-98.1% | $4,645-97.7% |