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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 | $2,425 | $37,446-93.5% | $77,552-96.9% | $79,856-97.0% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $133 | $637-79.1% | $987-86.5% | $2,471-94.6% |
| Participant deferral / active EE | $618 | $1,261-51.0% | $1,861-66.8% | $3,741-83.5% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |