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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 | $5,381 | $215,361-97.5% | $171,082-96.9% | $273,972-98.0% |
| Participation rate | 9.1% | 82.0%-72.9pp | 76.7%-67.6pp | 83.0%-73.9pp |
| Annual return | 10.03% | 25.14%-15.1pp | 32.56%-22.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $526 | $5,543-90.5% | $4,797-89.0% | $5,287-90.0% |
| Admin fee / account holder | $15 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |