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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 | $1,744 | $55,041-96.8% | $45,164-96.1% | $134,532-98.7% |
| Participation rate | 23.1% | 63.8%-40.7pp | 55.2%-32.1pp | 81.2%-58.2pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $330 | $3,006-89.0% | $2,321-85.8% | $4,741-93.0% |
| Participant deferral / active EE | $439 | $3,822-88.5% | $3,184-86.2% | $6,401-93.1% |
| Admin fee / account holder | $159 | $4,029-96.0% | $3,071-94.8% | $11,429-98.6% |