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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 | $8,562 | $118,708-92.8% | $98,920-91.3% | $158,982-94.6% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,245 | $3,334-62.7% | $2,689-53.7% | $4,763-73.9% |
| Participant deferral / active EE | $2,901 | $5,089-43.0% | $4,245-31.7% | $5,983-51.5% |
| Admin fee / account holder | $21 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |