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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 | $36,533 | $275,752-86.8% | $256,809-85.8% | $198,609-81.6% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.05% | 34.81%-20.8pp | 32.73%-18.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,825 | $10,037-81.8% | $9,520-80.8% | $6,977-73.8% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |