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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 | $2,342 | $176,688-98.7% | $130,660-98.2% | $152,909-98.5% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 214.63% | 2693.08%-2478.5pp | 1709.29%-1494.7pp | 345.46%-130.8pp |
| Employer contribution / active EE | $31 | $5,743-99.5% | $4,092-99.2% | $4,764-99.3% |
| Participant deferral / active EE | $1,917 | $4,362-56.1% | $3,603-46.8% | $5,851-67.2% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |