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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 | $6,020 | $103,038-94.2% | $90,324-93.3% | $152,909-96.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 29.85% | 95.25%-65.4pp | 78.15%-48.3pp | 345.46%-315.6pp |
| Employer contribution / active EE | $879 | $3,141-72.0% | $2,856-69.2% | $4,764-81.6% |
| Participant deferral / active EE | $1,565 | $4,282-63.4% | $3,885-59.7% | $5,851-73.2% |
| Admin fee / account holder | $57 | $6,177-99.1% | $5,356-98.9% | $11,601-99.5% |