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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 | $2,960 | $136,214-97.8% | $98,775-97.0% | $167,536-98.2% |
| Participation rate | 64.3% | 70.2%-5.9pp | 65.7%-1.4pp | 82.1%-17.8pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.92%-49.9pp | 478.82%-478.8pp |
| Employer contribution / active EE | $801 | $2,631-69.6% | $2,067-61.3% | $4,839-83.4% |
| Participant deferral / active EE | $1,080 | $3,716-70.9% | $3,035-64.4% | $6,342-83.0% |
| Admin fee / account holder | $13 | $5,031-99.8% | $4,076-99.7% | $12,315-99.9% |