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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 | $11,159 | $210,343-94.7% | $153,432-92.7% | $145,959-92.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.47% | 13.38%+1.1pp | 15.66%-1.2pp | 561.95%-547.5pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,430 | $7,977-82.1% | $6,757-78.8% | $6,689-78.6% |
| Admin fee / account holder | $12 | $19,424-99.9% | $12,725-99.9% | $13,398-99.9% |