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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 | $1,112 | $185,883-99.4% | $170,043-99.3% | $139,466-99.2% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 19.96% | 60.54%-40.6pp | 53.40%-33.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |