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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 | $199,109-85.2% | $173,730-83.0% | $154,746-80.9% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.6%-25.7pp | 80.7%-26.9pp |
| Annual return | 12.53% | 20.02%-7.5pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,288 | $7,113-81.9% | $6,326-79.6% | $6,730-80.9% |
| Admin fee / account holder | $206 | $20,916-99.0% | $17,523-98.8% | $14,365-98.6% |