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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 | $1,717 | $32,117-94.7% | $71,089-97.6% | $64,173-97.3% |
| Participation rate | 65.1% | 42.7%+22.4pp | 54.6%+10.4pp | 69.6%-4.5pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $309 | $712-56.6% | $1,088-71.6% | $2,381-87.0% |
| Participant deferral / active EE | $905 | $1,263-28.4% | $1,873-51.7% | $3,470-73.9% |
| Admin fee / account holder | $10 | $2,759-99.6% | $3,082-99.7% | $4,887-99.8% |