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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 | $3,143 | $153,769-98.0% | $133,975-97.7% | $273,972-98.9% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.1%-68.9pp | 83.0%-64.8pp |
| Annual return | 26.08% | 36.51%-10.4pp | 29.29%-3.2pp | 41.46%-15.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $448 | $6,958-93.6% | $6,282-92.9% | $5,287-91.5% |
| Admin fee / account holder | $12 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |