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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 | $7,422 | $153,311-95.2% | $109,313-93.2% | $273,972-97.3% |
| Participation rate | 16.7% | 80.1%-63.4pp | 71.3%-54.6pp | 83.0%-66.3pp |
| Annual return | 6.49% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $139 | $5,619-97.5% | $3,892-96.4% | $4,869-97.2% |
| Participant deferral / active EE | $139 | $3,932-96.5% | $3,166-95.6% | $5,287-97.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |