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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 | $3,733 | $34,316-89.1% | $74,722-95.0% | $72,975-94.9% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $116 | $692-83.2% | $1,084-89.3% | $2,440-95.2% |
| Participant deferral / active EE | $809 | $1,272-36.4% | $1,963-58.8% | $3,608-77.6% |
| Admin fee / account holder | $1 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |