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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 | $7,409 | $142,430-94.8% | $115,170-93.6% | $152,885-95.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 39.76% | 41.48%-1.7pp | 35.60%+4.2pp | 345.39%-305.6pp |
| Employer contribution / active EE | $1,185 | $4,011-70.5% | $3,179-62.7% | $4,763-75.1% |
| Participant deferral / active EE | $3,811 | $5,165-26.2% | $4,169-8.6% | $5,851-34.9% |
| Admin fee / account holder | $25 | $8,464-99.7% | $7,089-99.7% | $11,598-99.8% |