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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 | $13,995 | $176,688-92.1% | $130,660-89.3% | $152,897-90.8% |
| Participation rate | 38.5% | 79.0%-40.5pp | 71.7%-33.3pp | 82.5%-44.0pp |
| Annual return | 51.76% | 2693.08%-2641.3pp | 1709.29%-1657.5pp | 345.43%-293.7pp |
| Employer contribution / active EE | $625 | $5,743-89.1% | $4,092-84.7% | $4,764-86.9% |
| Participant deferral / active EE | $3,127 | $4,362-28.3% | $3,603-13.2% | $5,851-46.6% |
| Admin fee / account holder | $184 | $7,131-97.4% | $5,463-96.6% | $11,599-98.4% |