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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 | $4,245 | $43,730-90.3% | $121,220-96.5% | $64,173-93.4% |
| Participation rate | 55.3% | 58.3%-3.1pp | 71.8%-16.5pp | 69.6%-14.3pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,060 | $2,281-53.5% | $3,345-68.3% | $3,470-69.5% |
| Admin fee / account holder | $9 | $3,502-99.7% | $5,021-99.8% | $4,887-99.8% |