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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 | $344,842-74.5% | $334,005-73.7% | $339,457-74.1% |
| Participation rate | 66.7% | 51.6%+15.1pp | 43.7%+23.0pp | 43.9%+22.7pp |
| Annual return | 9.13% | 10.02%-0.9pp | 9.82%-0.7pp | 13.05%-3.9pp |
| Employer contribution / active EE | $58,333 | $31,894+82.9% | $30,304+92.5% | $37,651+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% | $31,074-100.0% |