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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 | $1,720 | $51,638-96.7% | $129,406-98.7% | $80,959-97.9% |
| Participation rate | 38.7% | 56.9%-18.2pp | 69.6%-30.9pp | 67.7%-29.0pp |
| Annual return | 0.00% | 20.78%-20.8pp | 9468.18%-9468.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $893 | $2,670-66.5% | $4,167-78.6% | $4,300-79.2% |
| Admin fee / account holder | $71 | $4,313-98.3% | $7,689-99.1% | $6,925-99.0% |