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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 | $8,045 | $153,769-94.8% | $133,975-94.0% | $273,972-97.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.88% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $695 | $6,958-90.0% | $6,282-88.9% | $5,287-86.8% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |