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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 | $8,956 | $112,933-92.1% | $90,970-90.2% | $158,982-94.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 121.01% | 215.82%-94.8pp | 134.60%-13.6pp | 302.99%-182.0pp |
| Employer contribution / active EE | $1,270 | $2,893-56.1% | $2,122-40.2% | $4,763-73.3% |
| Participant deferral / active EE | $1,629 | $4,128-60.5% | $3,373-51.7% | $5,983-72.8% |
| Admin fee / account holder | $48 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |