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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 | $11,801 | $156,398-92.5% | $147,318-92.0% | $138,895-91.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 20.64% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,037 | $4,853-16.8% | $4,593-12.1% | $4,194-3.7% |
| Participant deferral / active EE | $4,655 | $8,237-43.5% | $7,906-41.1% | $6,396-27.2% |
| Admin fee / account holder | $49 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |