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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 | $12,683 | $113,339-88.8% | $94,993-86.6% | $147,585-91.4% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,775 | $3,160-43.9% | $2,603-31.8% | $4,876-63.6% |
| Participant deferral / active EE | $10,388 | $3,777+175.0% | $3,317+213.2% | $5,439+91.0% |
| Admin fee / account holder | $211 | $6,063-96.5% | $4,960-95.7% | $10,885-98.1% |