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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 | $5,155 | $85,790-94.0% | $67,313-92.3% | $135,380-96.2% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.1%-25.6pp | 82.6%-39.2pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $870 | $3,487-75.1% | $2,566-66.1% | $4,779-81.8% |
| Participant deferral / active EE | $1,289 | $4,651-72.3% | $3,568-63.9% | $5,609-77.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |