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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 | $7,367 | $156,970-95.3% | $121,210-93.9% | $139,487-94.7% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.5%-46.5pp | 80.3%-57.3pp |
| Annual return | 21.96% | 1477.10%-1455.1pp | 987.41%-965.4pp | 373.84%-351.9pp |
| Employer contribution / active EE | $240 | $5,546-95.7% | $4,171-94.2% | $4,755-94.9% |
| Participant deferral / active EE | $266 | $4,849-94.5% | $4,084-93.5% | $6,713-96.0% |
| Admin fee / account holder | $9 | $6,947-99.9% | $5,647-99.8% | $11,407-99.9% |