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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 | $9,873 | $150,446-93.4% | $136,297-92.8% | $147,585-93.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 21.09% | 1049.14%-1028.1pp | 5156.19%-5135.1pp | 578.58%-557.5pp |
| Employer contribution / active EE | $1,107 | $5,256-78.9% | $4,696-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $2,417 | $6,631-63.6% | $6,247-61.3% | $5,439-55.6% |
| Admin fee / account holder | $21 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |