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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 | $5,732 | $211,946-97.3% | $169,452-96.6% | $135,380-95.8% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,566 | $5,117-49.9% | $4,157-38.3% | $4,779-46.3% |
| Participant deferral / active EE | $3,859 | $6,075-36.5% | $5,277-26.9% | $5,609-31.2% |
| Admin fee / account holder | $109 | $11,472-99.1% | $9,110-98.8% | $10,828-99.0% |