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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 | $1,952 | $96,388-98.0% | $80,627-97.6% | $139,466-98.6% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $849 | $3,260-74.0% | $2,723-68.8% | $4,754-82.1% |
| Participant deferral / active EE | $938 | $5,224-82.0% | $4,443-78.9% | $6,712-86.0% |
| Admin fee / account holder | $3 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |