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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 | $84,449 | $315,136-73.2% | $286,273-70.5% | $254,542-66.8% |
| Participation rate | 66.7% | 37.3%+29.4pp | 30.6%+36.1pp | 47.3%+19.3pp |
| Annual return | 0.00% | 10.25%-10.3pp | 10.78%-10.8pp | 12.16%-12.2pp |
| Employer contribution / active EE | $56,299 | $47,546+18.4% | $41,857+34.5% | $44,747+25.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |