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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 | $11,394 | $153,769-92.6% | $133,975-91.5% | $273,972-95.8% |
| Participation rate | 47.6% | 88.4%-40.7pp | 87.1%-39.4pp | 83.0%-35.4pp |
| Annual return | 8.68% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,768 | $6,958-74.6% | $6,282-71.9% | $5,287-66.6% |
| Admin fee / account holder | $80 | $11,765-99.3% | $9,324-99.1% | $10,133-99.2% |