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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 | $27,309 | $153,769-82.2% | $133,975-79.6% | $273,972-90.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 10.57% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,118 | $6,958-83.9% | $6,282-82.2% | $5,287-78.8% |
| Admin fee / account holder | $158 | $11,765-98.7% | $9,324-98.3% | $10,133-98.4% |