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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 | $2,373 | $49,239-95.2% | $70,462-96.6% | $79,858-97.0% |
| Participation rate | 69.0% | 69.2%-0.2pp | 75.1%-6.1pp | 69.6%-0.7pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $503 | $2,100-76.1% | $2,737-81.6% | $2,471-79.7% |
| Participant deferral / active EE | $1,109 | $2,769-59.9% | $3,710-70.1% | $3,740-70.3% |
| Admin fee / account holder | $14 | $2,876-99.5% | $3,845-99.6% | $5,306-99.7% |