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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 | $9,017 | $101,063-91.1% | $81,473-88.9% | $147,585-93.9% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 26.86% | 32.41%-5.5pp | 38.78%-11.9pp | 578.58%-551.7pp |
| Employer contribution / active EE | $749 | $3,206-76.6% | $2,568-70.8% | $4,876-84.6% |
| Participant deferral / active EE | $865 | $4,242-79.6% | $3,537-75.6% | $5,439-84.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |