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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 | $18,662 | $180,462-89.7% | $154,111-87.9% | $135,379-86.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,090 | $6,036-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $7,177 | $5,806+23.6% | $5,081+41.3% | $5,609+28.0% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |