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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 | $2,806 | $108,695-97.4% | $74,722-96.2% | $152,897-98.2% |
| Participation rate | 58.3% | 65.4%-7.0pp | 54.5%+3.9pp | 82.5%-24.1pp |
| Annual return | 33.92% | 114.11%-80.2pp | 753.11%-719.2pp | 345.43%-311.5pp |
| Employer contribution / active EE | $725 | $1,504-51.8% | $1,084-33.2% | $4,764-84.8% |
| Participant deferral / active EE | $741 | $2,712-72.7% | $1,963-62.2% | $5,851-87.3% |
| Admin fee / account holder | $49 | $4,906-99.0% | $3,335-98.5% | $11,599-99.6% |