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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 | $3,917 | $149,040-97.4% | $120,225-96.7% | $137,256-97.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 30.53% | 605.68%-575.2pp | 439.23%-408.7pp | 220.34%-189.8pp |
| Employer contribution / active EE | $748 | $4,350-82.8% | $3,475-78.5% | $4,156-82.0% |
| Participant deferral / active EE | $1,156 | $4,655-75.2% | $3,999-71.1% | $6,407-82.0% |
| Admin fee / account holder | $79 | $6,348-98.8% | $5,696-98.6% | $12,270-99.4% |