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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 | $1,982 | $99,652-98.0% | $78,778-97.5% | $147,585-98.7% |
| Participation rate | 69.6% | 76.2%-6.7pp | 69.2%+0.4pp | 82.8%-13.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $379 | $2,796-86.4% | $1,986-80.9% | $4,876-92.2% |
| Participant deferral / active EE | $1,079 | $3,664-70.6% | $2,958-63.5% | $5,439-80.2% |
| Admin fee / account holder | $98 | $7,155-98.6% | $5,134-98.1% | $10,886-99.1% |