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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 | $19,297 | $176,794-89.1% | $146,647-86.8% | $167,553-88.5% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 30.97% | 24.04%+6.9pp | 22.75%+8.2pp | 478.89%-447.9pp |
| Employer contribution / active EE | $1,843 | $5,161-64.3% | $4,137-55.5% | $4,840-61.9% |
| Participant deferral / active EE | $5,537 | $6,440-14.0% | $5,506+0.6% | $6,343-12.7% |
| Admin fee / account holder | $151 | $13,262-98.9% | $10,281-98.5% | $12,316-98.8% |