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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 | $11,066 | $99,079-88.8% | $78,002-85.8% | $273,972-96.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 5.08% | 217.93%-212.8pp | 425.99%-420.9pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,150 | $3,308-65.2% | $2,470-53.4% | $4,869-76.4% |
| Participant deferral / active EE | $2,309 | $4,306-46.4% | $3,497-34.0% | $5,287-56.3% |
| Admin fee / account holder | $54 | $8,954-99.4% | $5,481-99.0% | $10,133-99.5% |