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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 | $14,757 | $198,457-92.6% | $170,435-91.3% | $147,586-90.0% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,139 | $6,183-33.1% | $5,432-23.8% | $4,876-15.1% |
| Participant deferral / active EE | $5,332 | $5,629-5.3% | $4,939+7.9% | $5,439-2.0% |
| Admin fee / account holder | $246 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |