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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 | $5,735 | $105,960-94.6% | $81,726-93.0% | $158,982-96.4% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.0%-9.5pp | 82.0%-19.5pp |
| Annual return | 52.97% | 38.19%+14.8pp | 29.49%+23.5pp | 302.99%-250.0pp |
| Employer contribution / active EE | $790 | $7,805-89.9% | $4,311-81.7% | $4,763-83.4% |
| Participant deferral / active EE | $1,341 | $13,011-89.7% | $7,108-81.1% | $5,983-77.6% |
| Admin fee / account holder | $48 | $8,494-99.4% | $5,160-99.1% | $11,252-99.6% |