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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 | $14,456 | $135,956-89.4% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 3.90% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $6,446 | $5,170+24.7% | $4,617+39.6% | $4,869+32.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |