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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 | $9,121 | $106,008-91.4% | $92,240-90.1% | $147,586-93.8% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 25.21% | 50.05%-24.8pp | 176.29%-151.1pp | 578.59%-553.4pp |
| Employer contribution / active EE | $1,872 | $4,333-56.8% | $3,680-49.1% | $4,876-61.6% |
| Participant deferral / active EE | $1,869 | $4,478-58.3% | $3,897-52.1% | $5,439-65.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |