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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 | $18,410 | $140,592-86.9% | $123,106-85.0% | $125,388-85.3% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | 1.52% | 16.80%-15.3pp | 13.22%-11.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,518 | $6,980-78.2% | $6,229-75.6% | $5,352-71.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |