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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 | $3,338 | $34,316-90.3% | $74,722-95.5% | $72,975-95.4% |
| Participation rate | 69.0% | 42.4%+26.6pp | 54.5%+14.5pp | 69.5%-0.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $201 | $692-70.9% | $1,084-81.4% | $2,440-91.7% |
| Participant deferral / active EE | $2,088 | $1,272+64.2% | $1,963+6.4% | $3,608-42.1% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |