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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 | $7,185 | $85,171-91.6% | $172,753-95.8% | $72,976-90.2% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,745 | $3,324-47.5% | $5,144-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $2,689 | $3,260-17.5% | $5,198-48.3% | $3,608-25.5% |
| Admin fee / account holder | $85 | $5,880-98.6% | $13,956-99.4% | $5,124-98.3% |