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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 | $7,886 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-97.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 68.4%-8.4pp | 83.0%-23.0pp |
| Annual return | 0.00% | 2.55%-2.5pp | 5.24%-5.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,280 | $2,350-3.0% | $1,844+23.7% | $4,869-53.2% |
| Participant deferral / active EE | $2,400 | $2,962-19.0% | $2,591-7.4% | $5,287-54.6% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |