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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 | $9,810 | $133,981-92.7% | $112,249-91.3% | $134,532-92.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,651 | $4,040-59.1% | $3,636-54.6% | $4,741-65.2% |
| Participant deferral / active EE | $3,047 | $5,292-42.4% | $4,729-35.6% | $6,401-52.4% |
| Admin fee / account holder | $267 | $7,492-96.4% | $6,412-95.8% | $11,429-97.7% |