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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 | $13,949 | $103,393-86.5% | $87,103-84.0% | $152,909-90.9% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.9%-12.6pp | 82.5%-18.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,826 | $3,221-43.3% | $2,521-27.6% | $4,764-61.7% |
| Participant deferral / active EE | $6,631 | $4,778+38.8% | $4,049+63.8% | $5,851+13.3% |
| Admin fee / account holder | $24 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |