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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 | $982 | $36,211-97.3% | $58,507-98.3% | - |
| Participation rate | 36.4% | 21.7%+14.7pp | 50.9%-14.5pp | - |
| Annual return | 0.00% | 9.19%-9.2pp | 4252.32%-4252.3pp | - |
| Employer contribution / active EE | $149 | $333-55.2% | $1,053-85.8% | - |
| Participant deferral / active EE | $254 | $608-58.2% | $1,922-86.8% | - |
| Admin fee / account holder | $13 | $1,756-99.3% | $2,486-99.5% | - |