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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 | $13,613 | $198,457-93.1% | $170,435-92.0% | $147,586-90.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 20.43% | 257.30%-236.9pp | 205.94%-185.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,340 | $6,183-78.3% | $5,432-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $3,050 | $5,629-45.8% | $4,939-38.3% | $5,439-43.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |