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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 | $16,279 | $185,883-91.2% | $170,043-90.4% | $139,466-88.3% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 27.28% | 60.54%-33.3pp | 53.40%-26.1pp | 373.66%-346.4pp |
| Employer contribution / active EE | $2,265 | $7,596-70.2% | $6,790-66.6% | $4,754-52.3% |
| Participant deferral / active EE | $4,840 | $11,626-58.4% | $10,410-53.5% | $6,712-27.9% |
| Admin fee / account holder | $190 | $15,393-98.8% | $12,824-98.5% | $11,409-98.3% |