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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 | $1,298 | $94,439-98.6% | $73,658-98.2% | $154,746-99.2% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 82.28% | 28.25%+54.0pp | 29.72%+52.6pp | 172.34%-90.1pp |
| Employer contribution / active EE | $227 | $1,257-81.9% | $1,032-78.0% | $4,379-94.8% |
| Participant deferral / active EE | $1,001 | $2,527-60.4% | $2,062-51.5% | $6,730-85.1% |
| Admin fee / account holder | $31 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |