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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 | $3,088 | $75,962-95.9% | $154,108-98.0% | $64,173-95.2% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $453 | $3,350-86.5% | $5,298-91.4% | $2,381-81.0% |
| Participant deferral / active EE | $1,133 | $3,175-64.3% | $5,081-77.7% | $3,470-67.3% |
| Admin fee / account holder | $54 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |