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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 | $14,821 | $165,399-91.0% | $149,745-90.1% | $158,982-90.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 356.86% | 348.34%+8.5pp | 276.72%+80.1pp | 302.99%+53.9pp |
| Employer contribution / active EE | $1,702 | $5,105-66.7% | $4,646-63.4% | $4,763-64.3% |
| Participant deferral / active EE | $6,160 | $7,183-14.2% | $6,843-10.0% | $5,983+2.9% |
| Admin fee / account holder | $65 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |