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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 | $12,621 | $136,307-90.7% | $106,619-88.2% | $273,972-95.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 78.0%-78.0pp | 83.0%-83.0pp |
| Annual return | 14.12% | 11.05%+3.1pp | 9.42%+4.7pp | 41.46%-27.3pp |
| Employer contribution / active EE | $5,363 | $5,190+3.3% | $3,947+35.9% | $4,869+10.2% |
| Participant deferral / active EE | $2,400 | $4,969-51.7% | $3,930-38.9% | $5,287-54.6% |
| Admin fee / account holder | $15 | $8,625-99.8% | $6,418-99.8% | $10,133-99.9% |