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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 | $35,864 | $275,752-87.0% | $256,809-86.0% | $198,609-81.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $6,200 | $7,721-19.7% | $7,263-14.6% | $5,055+22.6% |
| Participant deferral / active EE | $15,667 | $10,037+56.1% | $9,520+64.6% | $6,977+124.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |