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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 | $28,637 | $413,253-93.1% | $413,253-93.1% | $248,183-88.5% |
| Participation rate | 69.2% | 44.7%+24.5pp | 40.8%+28.4pp | 45.9%+23.3pp |
| Annual return | 14.61% | 8.43%+6.2pp | 8.55%+6.1pp | 10.21%+4.4pp |
| Employer contribution / active EE | $15,385 | $57,036-73.0% | $55,494-72.3% | $42,272-63.6% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |