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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,371 | $135,956-90.2% | $123,894-89.2% | $273,972-95.1% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,276 | $5,170-75.3% | $4,617-72.4% | $4,869-73.8% |
| Participant deferral / active EE | $1,843 | $6,343-70.9% | $5,984-69.2% | $5,287-65.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |