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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 | $18,447 | $153,769-88.0% | $133,975-86.2% | $273,972-93.3% |
| Participation rate | 26.3% | 88.4%-62.1pp | 87.1%-60.7pp | 83.0%-56.7pp |
| Annual return | 7.72% | 36.51%-28.8pp | 29.29%-21.6pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $625 | $6,958-91.0% | $6,282-90.0% | $5,287-88.2% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |