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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 | $4,164 | $181,896-97.7% | $156,551-97.3% | $273,972-98.5% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.7pp | 83.0%-46.7pp |
| Annual return | 3.72% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,126 | $5,550-79.7% | $4,871-76.9% | $5,287-78.7% |
| Admin fee / account holder | $230 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |