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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 | $9,725 | $99,011-90.2% | $86,582-88.8% | $147,586-93.4% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 18.91% | 1312.75%-1293.8pp | 965.08%-946.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $208 | $3,132-93.4% | $2,839-92.7% | $4,876-95.7% |
| Participant deferral / active EE | $560 | $3,972-85.9% | $3,609-84.5% | $5,439-89.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |