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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 | $9,486 | $95,415-90.1% | $185,851-94.9% | $85,851-89.0% |
| Participation rate | 45.7% | 68.8%-23.1pp | 81.7%-36.1pp | 69.3%-23.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,652 | $3,314-50.2% | $5,168-68.0% | $2,565-35.6% |
| Participant deferral / active EE | $2,750 | $3,424-19.7% | $5,569-50.6% | $3,952-30.4% |
| Admin fee / account holder | $132 | $7,215-98.2% | $16,245-99.2% | $6,261-97.9% |