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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 | $3,440 | $135,956-97.5% | $123,894-97.2% | $273,972-98.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 4.05% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,175 | $5,170-57.9% | $4,617-52.9% | $4,869-55.3% |
| Participant deferral / active EE | $2,854 | $6,343-55.0% | $5,984-52.3% | $5,287-46.0% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |