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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 | $3,874 | $154,754-97.5% | $124,206-96.9% | $138,895-97.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 20.46% | 709.28%-688.8pp | 515.27%-494.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $341 | $4,446-92.3% | $3,540-90.4% | $4,194-91.9% |
| Participant deferral / active EE | $578 | $4,621-87.5% | $3,968-85.4% | $6,396-91.0% |
| Admin fee / account holder | $224 | $6,690-96.7% | $5,929-96.2% | $12,562-98.2% |