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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 | $2,496 | $85,060-97.1% | $70,548-96.5% | $139,456-98.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.78%-32.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $791 | $3,911-79.8% | $2,975-73.4% | $4,753-83.4% |
| Participant deferral / active EE | $1,161 | $5,890-80.3% | $4,567-74.6% | $6,711-82.7% |
| Admin fee / account holder | $117 | $8,925-98.7% | $6,424-98.2% | $11,407-99.0% |