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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 | $8,075 | $82,674-90.2% | $125,381-93.6% | $68,486-88.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,565 | $3,382-24.1% | $4,815-46.7% | $2,597-1.2% |
| Participant deferral / active EE | $6,446 | $6,111+5.5% | $7,448-13.4% | $4,028+60.0% |
| Admin fee / account holder | $52 | $6,277-99.2% | $10,007-99.5% | $5,404-99.0% |