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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 | $3,552 | $110,629-96.8% | $80,784-95.6% | $167,553-97.9% |
| Participation rate | 57.1% | 64.0%-6.8pp | 54.2%+3.0pp | 82.1%-25.0pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $584 | $1,543-62.1% | $1,160-49.7% | $4,840-87.9% |
| Participant deferral / active EE | $1,620 | $2,871-43.6% | $2,145-24.5% | $6,343-74.5% |
| Admin fee / account holder | $12 | $4,547-99.7% | $3,380-99.6% | $12,316-99.9% |