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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 | $7,897 | $95,975-91.8% | $74,552-89.4% | $135,382-94.2% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,496 | $2,716-44.9% | $1,961-23.7% | $4,779-68.7% |
| Participant deferral / active EE | $2,443 | $3,844-36.4% | $3,108-21.4% | $5,609-56.4% |
| Admin fee / account holder | $127 | $6,522-98.1% | $5,060-97.5% | $10,829-98.8% |