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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 | $9,754 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 13.24% | 56.63%-43.4pp | 47.52%-34.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,288 | $5,170-75.1% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $1,793 | $6,343-71.7% | $5,984-70.0% | $5,287-66.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |