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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 | $11,012 | $157,276-93.0% | $141,177-92.2% | $152,885-92.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 25.54% | 64.33%-38.8pp | 71.40%-45.9pp | 345.39%-319.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,825 | $7,110-60.3% | $6,710-57.9% | $5,851-51.7% |
| Admin fee / account holder | $128 | $12,123-98.9% | $10,263-98.8% | $11,598-98.9% |