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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 | $5,026 | $85,790-94.1% | $67,313-92.5% | $135,380-96.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,392 | $3,487-60.1% | $2,566-45.7% | $4,779-70.9% |
| Participant deferral / active EE | $1,743 | $4,651-62.5% | $3,568-51.1% | $5,609-68.9% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |