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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 | $15,384 | $136,860-88.8% | $120,344-87.2% | $154,746-90.1% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 14.64% | 21.38%-6.7pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,182 | $3,533-66.6% | $3,020-60.9% | $4,379-73.0% |
| Participant deferral / active EE | $2,437 | $5,793-57.9% | $5,135-52.5% | $6,730-63.8% |
| Admin fee / account holder | $105 | $15,393-99.3% | $12,742-99.2% | $14,365-99.3% |