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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 | $12,796 | $106,923-88.0% | $84,023-84.8% | $152,909-91.6% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 8.31% | 105.02%-96.7pp | 71.32%-63.0pp | 345.46%-337.2pp |
| Employer contribution / active EE | $2,311 | $2,735-15.5% | $1,984+16.5% | $4,764-51.5% |
| Participant deferral / active EE | $3,251 | $4,013-19.0% | $3,239+0.4% | $5,851-44.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |