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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 | $87,912 | $340,249-74.2% | $329,695-73.3% | $330,599-73.4% |
| Participation rate | 66.7% | 51.3%+15.3pp | 43.4%+23.2pp | 43.7%+23.0pp |
| Annual return | 9.13% | 10.01%-0.9pp | 9.82%-0.7pp | 13.05%-3.9pp |
| Employer contribution / active EE | $58,333 | $31,912+82.8% | $30,322+92.4% | $37,664+54.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |