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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 | $2,029 | $39,132-94.8% | $57,196-96.5% | $62,881-96.8% |
| Participation rate | 34.4% | 70.5%-36.1pp | 75.3%-41.0pp | 69.3%-34.9pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $697 | $1,874-62.8% | $2,683-74.0% | $2,281-69.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17 | $2,594-99.3% | $3,141-99.4% | $4,296-99.6% |