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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 | $788 | $110,337-99.3% | $102,383-99.2% | $145,877-99.5% |
| Participation rate | 5.3% | 77.9%-72.7pp | 74.5%-69.2pp | 80.3%-75.0pp |
| Annual return | 9.60% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |