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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 | $5,105 | $162,529-96.9% | $130,788-96.1% | $154,746-96.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 21.47% | 510.48%-489.0pp | 386.44%-365.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $877 | $4,447-80.3% | $3,558-75.4% | $4,379-80.0% |
| Participant deferral / active EE | $914 | $4,808-81.0% | $4,137-77.9% | $6,730-86.4% |
| Admin fee / account holder | $34 | $7,669-99.6% | $6,673-99.5% | $14,365-99.8% |