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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 | $8,632 | $153,769-94.4% | $133,975-93.6% | $273,972-96.8% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 8.51% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,858 | $6,958-73.3% | $6,282-70.4% | $5,287-64.9% |
| Admin fee / account holder | $30 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |