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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 | $47,067 | $225,449-79.1% | $219,466-78.6% | $237,064-80.1% |
| Participation rate | 66.7% | 50.3%+16.4pp | 44.6%+22.1pp | 45.6%+21.0pp |
| Annual return | 11.11% | 4.17%+6.9pp | 5.00%+6.1pp | 4.16%+6.9pp |
| Employer contribution / active EE | $16,135 | $39,228-58.9% | $35,918-55.1% | $42,918-62.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |