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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 | $9,214 | $96,558-90.5% | $80,977-88.6% | $273,972-96.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 39.80% | 15.14%+24.7pp | 17.11%+22.7pp | 41.46%-1.7pp |
| Employer contribution / active EE | $1,298 | $4,869-73.3% | $3,715-65.1% | $4,869-73.3% |
| Participant deferral / active EE | $2,043 | $6,598-69.0% | $5,696-64.1% | $5,287-61.4% |
| Admin fee / account holder | $54 | $7,493-99.3% | $5,517-99.0% | $10,133-99.5% |