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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 | $2,202 | $96,419-97.7% | $80,648-97.3% | $139,487-98.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 25.07% | 1352.86%-1327.8pp | 937.21%-912.1pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,027 | $3,261-68.5% | $2,724-62.3% | $4,755-78.4% |
| Participant deferral / active EE | $1,162 | $5,225-77.8% | $4,443-73.9% | $6,713-82.7% |
| Admin fee / account holder | $28 | $6,605-99.6% | $5,382-99.5% | $11,407-99.8% |