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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 | $66,481 | $362,881-81.7% | $342,735-80.6% | $531,493-87.5% |
| Participation rate | 66.7% | 90.7%-24.1pp | 85.4%-18.7pp | 86.9%-20.2pp |
| Annual return | 33.33% | 10.83%+22.5pp | 11.05%+22.3pp | 9.90%+23.4pp |
| Employer contribution / active EE | $0 | $19,413-100.0% | $19,601-100.0% | $22,507-100.0% |
| Participant deferral / active EE | $11,267 | $8,941+26.0% | $8,360+34.8% | $6,071+85.6% |
| Admin fee / account holder | $0 | $866-100.0% | $1,244-100.0% | $42,466-100.0% |