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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 | $34,603 | $179,235-80.7% | $161,646-78.6% | $254,542-86.4% |
| Participation rate | 66.7% | 19.5%+47.1pp | 15.5%+51.1pp | 47.4%+19.3pp |
| Annual return | 0.00% | 12.78%-12.8pp | 12.93%-12.9pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $23,069 | $435+5204.5% | $458+4941.8% | $170+13441.5% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |