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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 | $3,965 | $211,946-98.1% | $169,452-97.7% | $135,380-97.1% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $594 | $5,117-88.4% | $4,157-85.7% | $4,779-87.6% |
| Participant deferral / active EE | $1,151 | $6,075-81.1% | $5,277-78.2% | $5,609-79.5% |
| Admin fee / account holder | $27 | $11,472-99.8% | $9,110-99.7% | $10,828-99.7% |