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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 | $11,609 | $153,769-92.5% | $133,975-91.3% | $273,972-95.8% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.1%-67.1pp | 83.0%-63.0pp |
| Annual return | 40.19% | 36.51%+3.7pp | 29.29%+10.9pp | 41.46%-1.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,800 | $6,958-74.1% | $6,282-71.3% | $5,287-66.0% |
| Admin fee / account holder | $19 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |