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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 | $11,560 | $217,432-94.7% | $185,851-93.8% | $167,553-93.1% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 15.89% | 148.43%-132.5pp | 122.11%-106.2pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,787 | $5,874-52.6% | $5,168-46.1% | $4,840-42.4% |
| Participant deferral / active EE | $3,484 | $6,357-45.2% | $5,569-37.4% | $6,343-45.1% |
| Admin fee / account holder | $145 | $19,820-99.3% | $16,245-99.1% | $12,316-98.8% |