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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 | $6,252 | $118,708-94.7% | $98,920-93.7% | $158,966-96.1% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 95.12% | 372.49%-277.4pp | 196.47%-101.4pp | 302.95%-207.8pp |
| Employer contribution / active EE | $1,268 | $3,334-62.0% | $2,689-52.9% | $4,762-73.4% |
| Participant deferral / active EE | $1,590 | $5,089-68.8% | $4,245-62.6% | $5,983-73.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |