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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 | $4,917 | $41,150-88.1% | $80,607-93.9% | $71,495-93.1% |
| Participation rate | 26.9% | 50.3%-23.4pp | 67.0%-40.1pp | 67.9%-41.0pp |
| Annual return | 0.00% | 38.48%-38.5pp | 936.11%-936.1pp | 28.85%-28.9pp |
| Employer contribution / active EE | $530 | $1,515-65.0% | $2,724-80.5% | $2,589-79.5% |
| Participant deferral / active EE | $745 | $2,701-72.4% | $4,448-83.3% | $4,291-82.6% |
| Admin fee / account holder | $29 | $1,841-98.4% | $5,379-99.5% | $1,588-98.2% |