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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 | $19,462 | $183,978-89.4% | $162,171-88.0% | $152,885-87.3% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.5%-26.2pp |
| Annual return | 23.65% | 150.78%-127.1pp | 115.60%-92.0pp | 345.39%-321.7pp |
| Employer contribution / active EE | $4,421 | $6,370-30.6% | $5,613-21.2% | $4,763-7.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |