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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 | $17,046 | $131,829-87.1% | $108,579-84.3% | $273,968-93.8% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.6%-14.6pp | 83.0%-18.0pp |
| Annual return | 7.11% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,367 | $4,912-72.2% | $3,758-63.6% | $4,869-71.9% |
| Participant deferral / active EE | $2,704 | $5,127-47.3% | $4,311-37.3% | $5,287-48.9% |
| Admin fee / account holder | $298 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |