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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 | $2,420 | $101,618-97.6% | $93,063-97.4% | $137,256-98.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 25.37% | 223.95%-198.6pp | 34.15%-8.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $619 | $2,707-77.1% | $2,476-75.0% | $4,156-85.1% |
| Participant deferral / active EE | $707 | $4,279-83.5% | $3,958-82.1% | $6,407-89.0% |
| Admin fee / account holder | $64 | $6,198-99.0% | $6,033-98.9% | $12,270-99.5% |