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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 | $6,400 | $165,399-96.1% | $149,745-95.7% | $158,982-96.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 20.25% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,202 | $5,105-76.5% | $4,646-74.1% | $4,763-74.8% |
| Participant deferral / active EE | $2,378 | $7,183-66.9% | $6,843-65.2% | $5,983-60.3% |
| Admin fee / account holder | $29 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |