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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 | $8,922 | $73,493-87.9% | - | $73,493-87.9% |
| Participation rate | 56.0% | 70.7%-14.7pp | - | 70.7%-14.7pp |
| Annual return | 0.00% | 28.51%-28.5pp | - | 28.51%-28.5pp |
| Employer contribution / active EE | $1,248 | $2,270-45.0% | - | $2,270-45.0% |
| Participant deferral / active EE | $1,767 | $3,740-52.8% | - | $3,740-52.8% |
| Admin fee / account holder | $74 | $513-85.6% | - | $513-85.6% |