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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 | $3,195 | $48,314-93.4% | $67,561-95.3% | $80,925-96.1% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.7%-42.1pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3525.44%-3525.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $794 | $2,927-72.9% | $4,003-80.2% | $4,299-81.5% |
| Admin fee / account holder | $95 | $3,690-97.4% | $4,006-97.6% | $6,940-98.6% |