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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 | $20,292 | $268,458-92.4% | $264,156-92.3% | $237,064-91.4% |
| Participation rate | 60.0% | 50.9%+9.1pp | 45.6%+14.4pp | 45.6%+14.4pp |
| Annual return | 0.00% | 4.72%-4.7pp | 4.74%-4.7pp | 4.16%-4.2pp |
| Employer contribution / active EE | $20,000 | $48,881-59.1% | $46,220-56.7% | $42,918-53.4% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |