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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 | $12,113 | $100,901-88.0% | $75,501-84.0% | $147,586-91.8% |
| Participation rate | 10.5% | 77.1%-66.6pp | 72.4%-61.8pp | 82.8%-72.3pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $592 | $3,253-81.8% | $2,352-74.8% | $4,876-87.9% |
| Participant deferral / active EE | $1,326 | $4,027-67.1% | $3,142-57.8% | $5,439-75.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |