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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 | $5,836 | $93,346-93.7% | $71,796-91.9% | $273,972-97.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 42.52% | 130.39%-87.9pp | 78.04%-35.5pp | 41.46%+1.1pp |
| Employer contribution / active EE | $1,175 | $2,733-57.0% | $1,924-38.9% | $4,869-75.9% |
| Participant deferral / active EE | $1,991 | $3,475-42.7% | $2,794-28.7% | $5,287-62.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |