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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 | $3,769 | $107,809-96.5% | $90,657-95.8% | $135,380-97.2% |
| Participation rate | 28.6% | 78.0%-49.5pp | 74.0%-45.5pp | 82.6%-54.1pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,100 | $3,018-63.6% | $2,532-56.6% | $4,779-77.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9 | $5,931-99.9% | $4,994-99.8% | $10,828-99.9% |