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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 | $11,190 | $167,362-93.3% | $143,799-92.2% | $134,532-91.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,658 | $5,620-70.5% | $4,952-66.5% | $4,741-65.0% |
| Participant deferral / active EE | $4,980 | $6,447-22.8% | $5,638-11.7% | $6,401-22.2% |
| Admin fee / account holder | $81 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |