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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 | $3,297 | $156,963-97.9% | $121,204-97.3% | $139,466-97.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 57.79% | 1476.75%-1419.0pp | 987.18%-929.4pp | 373.66%-315.9pp |
| Employer contribution / active EE | $1,078 | $5,544-80.6% | $4,170-74.1% | $4,754-77.3% |
| Participant deferral / active EE | $1,326 | $4,848-72.7% | $4,083-67.5% | $6,712-80.2% |
| Admin fee / account holder | $13 | $6,953-99.8% | $5,651-99.8% | $11,409-99.9% |