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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 | $5,867 | $65,395-91.0% | $182,558-96.8% | $72,976-92.0% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.5pp | 69.5%-5.0pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.59%-148.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,161 | $1,911-39.3% | $4,076-71.5% | $2,440-52.4% |
| Participant deferral / active EE | $2,822 | $3,563-20.8% | $5,526-48.9% | $3,608-21.8% |
| Admin fee / account holder | $14 | $4,245-99.7% | $8,594-99.8% | $5,124-99.7% |