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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 | $6,619 | $156,970-95.8% | $121,210-94.5% | $139,487-95.3% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 25.66% | 1477.10%-1451.4pp | 987.41%-961.8pp | 373.84%-348.2pp |
| Employer contribution / active EE | $643 | $5,546-88.4% | $4,171-84.6% | $4,755-86.5% |
| Participant deferral / active EE | $786 | $4,849-83.8% | $4,084-80.7% | $6,713-88.3% |
| Admin fee / account holder | $14 | $6,947-99.8% | $5,647-99.8% | $11,407-99.9% |