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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 | $6,334 | $152,597-95.8% | $117,533-94.6% | $134,532-95.3% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $176 | $5,576-96.8% | $4,179-95.8% | $4,741-96.3% |
| Participant deferral / active EE | $4,372 | $4,821-9.3% | $4,072+7.4% | $6,401-31.7% |
| Admin fee / account holder | $43 | $7,007-99.4% | $5,647-99.2% | $11,429-99.6% |