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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 | $3,884 | $99,011-96.1% | $86,582-95.5% | $147,586-97.4% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 227.06% | 1312.75%-1085.7pp | 965.08%-738.0pp | 578.59%-351.5pp |
| Employer contribution / active EE | $1,424 | $3,132-54.5% | $2,839-49.8% | $4,876-70.8% |
| Participant deferral / active EE | $1,033 | $3,972-74.0% | $3,609-71.4% | $5,439-81.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |