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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 | $7,490 | $108,701-93.1% | $74,723-90.0% | $152,909-95.1% |
| Participation rate | 52.6% | 65.4%-12.7pp | 54.5%-1.8pp | 82.5%-29.8pp |
| Annual return | 33.72% | 114.12%-80.4pp | 753.18%-719.5pp | 345.46%-311.7pp |
| Employer contribution / active EE | $845 | $1,504-43.8% | $1,084-22.1% | $4,764-82.3% |
| Participant deferral / active EE | $2,471 | $2,709-8.8% | $1,962+26.0% | $5,851-57.8% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |