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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 | $4,002 | $185,225-97.8% | $142,898-97.2% | $167,536-97.6% |
| Participation rate | 18.2% | 78.5%-60.3pp | 72.0%-53.8pp | 82.1%-63.9pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $332 | $5,607-94.1% | $4,146-92.0% | $4,839-93.1% |
| Participant deferral / active EE | $365 | $4,496-91.9% | $3,838-90.5% | $6,342-94.3% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |