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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 | $6,592 | $133,981-95.1% | $112,249-94.1% | $134,532-95.1% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $831 | $4,040-79.4% | $3,636-77.2% | $4,741-82.5% |
| Participant deferral / active EE | $1,799 | $5,292-66.0% | $4,729-61.9% | $6,401-71.9% |
| Admin fee / account holder | $7 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |