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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 | $9,384 | $107,809-91.3% | $90,657-89.6% | $135,379-93.1% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $203 | $3,018-93.3% | $2,532-92.0% | $4,779-95.7% |
| Participant deferral / active EE | $3,193 | $3,872-17.5% | $3,424-6.7% | $5,609-43.1% |
| Admin fee / account holder | $9 | $5,931-99.9% | $4,994-99.8% | $10,828-99.9% |