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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 | $14,840 | $140,592-89.4% | $123,105-87.9% | $125,389-88.2% |
| Participation rate | 22.2% | 88.2%-66.0pp | 86.8%-64.6pp | 83.2%-61.0pp |
| Annual return | 1.12% | 16.80%-15.7pp | 13.22%-12.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,053 | $6,980-84.9% | $6,229-83.1% | $5,352-80.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |