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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 | $11,261 | $106,008-89.4% | $92,240-87.8% | $147,586-92.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 26.09% | 50.05%-24.0pp | 176.29%-150.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $754 | $4,333-82.6% | $3,680-79.5% | $4,876-84.5% |
| Participant deferral / active EE | $3,102 | $4,478-30.7% | $3,897-20.4% | $5,439-43.0% |
| Admin fee / account holder | $70 | $6,333-98.9% | $5,194-98.7% | $10,886-99.4% |