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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 | $21,795 | $227,399-90.4% | $189,758-88.5% | $198,609-89.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 20.37% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,322 | $5,526-58.0% | $4,767-51.3% | $5,055-54.1% |
| Participant deferral / active EE | $7,885 | $6,837+15.3% | $5,856+34.6% | $6,977+13.0% |
| Admin fee / account holder | $72 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |