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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 | $2,422 | $32,037-92.4% | $69,182-96.5% | $62,881-96.1% |
| Participation rate | 23.1% | 43.4%-20.3pp | 55.1%-32.0pp | 69.3%-46.2pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $90 | $679-86.8% | $1,206-92.6% | $2,281-96.1% |
| Participant deferral / active EE | $456 | $1,185-61.5% | $1,897-76.0% | $3,203-85.8% |
| Admin fee / account holder | $17 | $2,608-99.4% | $2,697-99.4% | $4,296-99.6% |