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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 | $6,690 | $99,652-93.3% | $78,778-91.5% | $147,585-95.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $760 | $2,796-72.8% | $1,986-61.7% | $4,876-84.4% |
| Participant deferral / active EE | $3,318 | $3,664-9.4% | $2,958+12.1% | $5,439-39.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |