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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 | $45,214 | $265,195-83.0% | $422,209-89.3% | $287,034-84.2% |
| Participation rate | 52.6% | 49.8%+2.9pp | 23.3%+29.3pp | 55.9%-3.3pp |
| Annual return | 9.12% | 13.43%-4.3pp | 12.68%-3.6pp | 24.44%-15.3pp |
| Employer contribution / active EE | $13,158 | $48,134-72.7% | $41,595-68.4% | $41,341-68.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |