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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 | $7,525 | $107,733-93.0% | $92,985-91.9% | $154,746-95.1% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 0.00% | 30.39%-30.4pp | 27.99%-28.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,450 | $3,126-53.6% | $2,662-45.5% | $4,379-66.9% |
| Participant deferral / active EE | $3,161 | $5,053-37.4% | $4,377-27.8% | $6,730-53.0% |
| Admin fee / account holder | $8 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |