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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 | $15,384 | $124,425-87.6% | $112,040-86.3% | $137,256-88.8% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 14.64% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,182 | $3,411-65.4% | $2,954-60.0% | $4,156-71.6% |
| Participant deferral / active EE | $2,437 | $5,718-57.4% | $5,098-52.2% | $6,407-62.0% |
| Admin fee / account holder | $105 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |