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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 | $1,574 | $52,279-97.0% | $89,435-98.2% | $79,856-98.0% |
| Participation rate | 68.9% | 57.5%+11.4pp | 68.0%+0.9pp | 69.6%-0.8pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,119 | $1,572-28.8% | $2,587-56.7% | $2,471-54.7% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |