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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 | $63,660 | $342,274-81.4% | $342,274-81.4% | $330,599-80.7% |
| Participation rate | 58.8% | 19.5%+39.3pp | 14.4%+44.5pp | 43.7%+15.1pp |
| Annual return | 17.39% | 7.83%+9.6pp | 8.34%+9.1pp | 13.05%+4.3pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |