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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 | $15,800 | $181,896-91.3% | $156,551-89.9% | $273,972-94.2% |
| Participation rate | 36.8% | 88.4%-51.5pp | 84.0%-47.2pp | 83.0%-46.2pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,336 | $5,550-75.9% | $4,871-72.6% | $5,287-74.7% |
| Admin fee / account holder | $84 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |