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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 | $6,139 | $103,000-94.0% | $90,300-93.2% | $152,885-96.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 33.20% | 95.19%-62.0pp | 78.11%-44.9pp | 345.39%-312.2pp |
| Employer contribution / active EE | $273 | $3,138-91.3% | $2,854-90.4% | $4,763-94.3% |
| Participant deferral / active EE | $989 | $4,281-76.9% | $3,884-74.5% | $5,851-83.1% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |