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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 | $17,854 | $427,750-95.8% | $416,308-95.7% | $484,799-96.3% |
| Participation rate | 60.0% | 94.2%-34.2pp | 93.1%-33.1pp | 91.1%-31.1pp |
| Annual return | 21.63% | 8.17%+13.5pp | 8.83%+12.8pp | 5.95%+15.7pp |
| Employer contribution / active EE | $0 | $24,272-100.0% | $24,478-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $5,454 | $13,509-59.6% | $13,255-58.8% | $6,572-17.0% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |