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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 | $15,287 | $202,345-92.4% | $172,755-91.2% | $152,885-90.0% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 32.61% | 1029.77%-997.2pp | 802.94%-770.3pp | 345.39%-312.8pp |
| Employer contribution / active EE | $2,068 | $5,858-64.7% | $5,144-59.8% | $4,763-56.6% |
| Participant deferral / active EE | $4,024 | $5,948-32.4% | $5,198-22.6% | $5,851-31.2% |
| Admin fee / account holder | $261 | $17,111-98.5% | $13,955-98.1% | $11,598-97.7% |