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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 | $983 | $110,551-99.1% | $80,741-98.8% | $167,518-99.4% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $559 | $1,543-63.8% | $1,160-51.8% | $4,838-88.4% |
| Participant deferral / active EE | $795 | $2,870-72.3% | $2,145-62.9% | $6,342-87.5% |
| Admin fee / account holder | $207 | $4,547-95.4% | $3,380-93.9% | $12,312-98.3% |