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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 | $39,873 | $202,389-80.3% | $198,173-79.9% | $248,183-83.9% |
| Participation rate | 66.7% | 48.7%+17.9pp | 42.0%+24.6pp | 45.9%+20.8pp |
| Annual return | 6.41% | 9.90%-3.5pp | 10.16%-3.7pp | 10.21%-3.8pp |
| Employer contribution / active EE | $19,173 | $36,071-46.8% | $33,192-42.2% | $42,272-54.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |