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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 | $13,279 | $148,582-91.1% | $135,942-90.2% | $139,456-90.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 30.67% | 79.26%-48.6pp | 68.28%-37.6pp | 373.45%-342.8pp |
| Employer contribution / active EE | $2,029 | $5,245-61.3% | $4,858-58.2% | $4,753-57.3% |
| Participant deferral / active EE | $3,899 | $8,101-51.9% | $7,759-49.7% | $6,711-41.9% |
| Admin fee / account holder | $37 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |