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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 | $1,333 | $32,888-95.9% | - | $70,126-98.1% |
| Participation rate | 55.0% | 57.8%-2.8pp | - | 69.5%-14.5pp |
| Annual return | 0.00% | 18.50%-18.5pp | - | 73.15%-73.1pp |
| Employer contribution / active EE | $313 | $2,171-85.6% | - | $2,343-86.6% |
| Participant deferral / active EE | $415 | $1,340-69.1% | - | $3,332-87.6% |
| Admin fee / account holder | $0 | $1,413-100.0% | - | $4,645-100.0% |