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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 | $230,636 | $128,324+79.7% | $115,507+99.7% | $237,064-2.7% |
| Participation rate | 42.9% | 52.7%-9.9pp | 42.8%+0.1pp | 45.6%-2.8pp |
| Annual return | 4.38% | 3.98%+0.4pp | 4.07%+0.3pp | 4.16%+0.2pp |
| Employer contribution / active EE | $32,857 | $53,200-38.2% | $45,149-27.2% | $42,918-23.4% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |