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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 | $10,293 | $153,769-93.3% | $133,975-92.3% | $273,972-96.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 12.83% | 36.51%-23.7pp | 29.29%-16.5pp | 41.46%-28.6pp |
| Employer contribution / active EE | $2,400 | $6,029-60.2% | $5,211-53.9% | $4,869-50.7% |
| Participant deferral / active EE | $175 | $6,958-97.5% | $6,282-97.2% | $5,287-96.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |