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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 | $6,011 | $70,435-91.5% | $96,575-93.8% | $85,856-93.0% |
| Participation rate | 34.5% | 61.8%-27.3pp | 69.8%-35.3pp | 69.3%-34.8pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $953 | $1,413-32.5% | $2,357-59.6% | $2,565-62.8% |
| Participant deferral / active EE | $1,366 | $2,894-52.8% | $3,849-64.5% | $3,952-65.4% |
| Admin fee / account holder | $119 | $4,997-97.6% | $6,182-98.1% | $6,261-98.1% |