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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 | $3,211 | $124,351-97.4% | $109,188-97.1% | $167,553-98.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,432 | $4,210-66.0% | $3,723-61.5% | $4,840-70.4% |
| Participant deferral / active EE | $2,716 | $5,257-48.3% | $4,654-41.6% | $6,343-57.2% |
| Admin fee / account holder | $2 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |