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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 | $2,139 | $110,528-98.1% | $80,727-97.3% | $167,497-98.7% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 0.00% | 120.55%-120.6pp | 87.28%-87.3pp | 478.62%-478.6pp |
| Employer contribution / active EE | $205 | $1,543-86.7% | $1,160-82.4% | $4,838-95.8% |
| Participant deferral / active EE | $503 | $2,871-82.5% | $2,146-76.6% | $6,341-92.1% |
| Admin fee / account holder | $16 | $4,546-99.6% | $3,380-99.5% | $12,310-99.9% |