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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 | $25,402 | $290,899-91.3% | $260,109-90.2% | $248,183-89.8% |
| Participation rate | 60.0% | 52.7%+7.3pp | 43.2%+16.8pp | 45.9%+14.1pp |
| Annual return | 12.12% | 7.75%+4.4pp | 8.93%+3.2pp | 10.21%+1.9pp |
| Employer contribution / active EE | $4,610 | $50,686-90.9% | $43,470-89.4% | $42,272-89.1% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,279-100.0% | $1,225-100.0% | $13,518-100.0% |