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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 | $15,285 | $177,353-91.4% | $158,226-90.3% | $198,609-92.3% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 38.47% | 599.50%-561.0pp | 501.41%-462.9pp | 202.70%-164.2pp |
| Employer contribution / active EE | $707 | $3,239-78.2% | $2,986-76.3% | $5,055-86.0% |
| Participant deferral / active EE | $2,245 | $4,615-51.4% | $4,317-48.0% | $6,977-67.8% |
| Admin fee / account holder | $202 | $10,960-98.2% | $10,217-98.0% | $19,030-98.9% |