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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 | $4,428 | $102,635-95.7% | $86,209-94.9% | $139,456-96.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 44.00% | 1923.53%-1879.5pp | 1169.05%-1125.1pp | 373.45%-329.4pp |
| Employer contribution / active EE | $846 | $3,034-72.1% | $2,381-64.5% | $4,753-82.2% |
| Participant deferral / active EE | $2,114 | $4,677-54.8% | $3,986-47.0% | $6,711-68.5% |
| Admin fee / account holder | $5 | $8,661-99.9% | $6,853-99.9% | $11,407-100.0% |