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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 | $9,160 | $65,685-86.1% | $57,183-84.0% | $273,970-96.7% |
| Participation rate | 20.8% | 78.3%-57.5pp | 75.3%-54.5pp | 83.0%-62.2pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,807 | $3,781-52.2% | $3,096-41.7% | $5,287-65.8% |
| Admin fee / account holder | $41 | $4,835-99.1% | $3,139-98.7% | $10,132-99.6% |