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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 | $3,110 | $34,316-90.9% | $74,722-95.8% | $72,975-95.7% |
| Participation rate | 21.1% | 42.4%-21.4pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $110 | $692-84.1% | $1,084-89.9% | $2,440-95.5% |
| Participant deferral / active EE | $519 | $1,272-59.2% | $1,963-73.6% | $3,608-85.6% |
| Admin fee / account holder | $2 | $2,125-99.9% | $3,335-100.0% | $5,124-100.0% |