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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 | $7,289 | $156,398-95.3% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 52.47% | 78.75%-26.3pp | 70.43%-18.0pp | 145.39%-92.9pp |
| Employer contribution / active EE | $2,303 | $4,853-52.6% | $4,593-49.9% | $4,194-45.1% |
| Participant deferral / active EE | $3,138 | $8,237-61.9% | $7,906-60.3% | $6,396-50.9% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |