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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 | $1,282 | $104,106-98.8% | $71,086-98.2% | $135,382-99.1% |
| Participation rate | 53.8% | 65.7%-11.8pp | 54.7%-0.8pp | 82.6%-28.8pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $143 | $1,485-90.4% | $1,088-86.8% | $4,779-97.0% |
| Participant deferral / active EE | $847 | $2,527-66.5% | $1,874-54.8% | $5,609-84.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |