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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 | $22,584 | $196,972-88.5% | $182,262-87.6% | $198,609-88.6% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 29.49% | 158.27%-128.8pp | 140.60%-111.1pp | 202.70%-173.2pp |
| Employer contribution / active EE | $3,048 | $5,364-43.2% | $5,046-39.6% | $5,055-39.7% |
| Participant deferral / active EE | $3,810 | $8,643-55.9% | $8,276-54.0% | $6,977-45.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |