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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 | $20,271 | $197,625-89.7% | $177,840-88.6% | $158,966-87.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,867 | $6,698-72.1% | $5,919-68.5% | $4,762-60.8% |
| Participant deferral / active EE | $4,498 | $8,405-46.5% | $7,714-41.7% | $5,983-24.8% |
| Admin fee / account holder | $46 | $15,405-99.7% | $12,431-99.6% | $11,250-99.6% |