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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 | $11,054 | $148,623-92.6% | $135,974-91.9% | $139,466-92.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 60.36% | 79.30%-18.9pp | 68.30%-7.9pp | 373.66%-313.3pp |
| Employer contribution / active EE | $2,295 | $5,246-56.2% | $4,859-52.8% | $4,754-51.7% |
| Participant deferral / active EE | $6,333 | $8,103-21.8% | $7,760-18.4% | $6,712-5.6% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |