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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 | $17,644 | $198,461-91.1% | $170,436-89.6% | $147,585-88.0% |
| Participation rate | 65.0% | 88.0%-23.0pp | 83.6%-18.6pp | 82.8%-17.8pp |
| Annual return | 35.50% | 257.30%-221.8pp | 205.94%-170.4pp | 578.57%-543.1pp |
| Employer contribution / active EE | $2,496 | $6,184-59.6% | $5,433-54.1% | $4,876-48.8% |
| Participant deferral / active EE | $3,394 | $5,629-39.7% | $4,939-31.3% | $5,439-37.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |