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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 | $3,692 | $93,346-96.0% | $71,796-94.9% | $273,972-98.7% |
| Participation rate | 69.6% | 76.5%-7.0pp | 69.1%+0.5pp | 83.0%-13.5pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $834 | $2,733-69.5% | $1,924-56.7% | $4,869-82.9% |
| Participant deferral / active EE | $2,005 | $3,475-42.3% | $2,794-28.2% | $5,287-62.1% |
| Admin fee / account holder | $148 | $6,571-97.8% | $4,815-96.9% | $10,133-98.5% |