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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 | $21,470 | $150,446-85.7% | $136,297-84.2% | $147,585-85.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.65% | 1049.14%-1023.5pp | 5156.19%-5130.5pp | 578.58%-552.9pp |
| Employer contribution / active EE | $3,694 | $5,256-29.7% | $4,696-21.3% | $4,876-24.3% |
| Participant deferral / active EE | $7,853 | $6,631+18.4% | $6,247+25.7% | $5,439+44.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |