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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 | $19,278 | $150,447-87.2% | $136,298-85.9% | $147,586-86.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.45% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,721 | $5,256-67.3% | $4,696-63.4% | $4,876-64.7% |
| Participant deferral / active EE | $2,807 | $6,631-57.7% | $6,247-55.1% | $5,439-48.4% |
| Admin fee / account holder | $18 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |