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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 | $29,529 | $213,785-86.2% | $185,441-84.1% | $155,188-81.0% |
| Participation rate | 53.8% | 83.2%-29.4pp | 80.3%-26.4pp | 80.8%-27.0pp |
| Annual return | 12.53% | 19.97%-7.4pp | 20.16%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,288 | $6,864-81.2% | $6,152-79.1% | $6,531-80.3% |
| Admin fee / account holder | $206 | $21,134-99.0% | $17,890-98.9% | $14,480-98.6% |