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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 | $5,942 | $95,580-93.8% | $76,872-92.3% | $139,466-95.7% |
| Participation rate | 40.0% | 74.0%-34.0pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 267.93% | 55.00%+212.9pp | 37.90%+230.0pp | 373.66%-105.7pp |
| Employer contribution / active EE | $646 | $3,145-79.5% | $2,533-74.5% | $4,754-86.4% |
| Participant deferral / active EE | $1,479 | $4,623-68.0% | $3,832-61.4% | $6,712-78.0% |
| Admin fee / account holder | $24 | $8,302-99.7% | $5,476-99.6% | $11,409-99.8% |