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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 | $11,461 | $104,937-89.1% | $84,628-86.5% | $152,897-92.5% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.5%-25.3pp |
| Annual return | 30.92% | 373.88%-343.0pp | 258.80%-227.9pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,326 | $3,303-59.8% | $2,653-50.0% | $4,764-72.2% |
| Participant deferral / active EE | $1,690 | $4,690-64.0% | $3,900-56.7% | $5,851-71.1% |
| Admin fee / account holder | $211 | $6,243-96.6% | $4,914-95.7% | $11,599-98.2% |