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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 | $13,261 | $161,352-91.8% | $134,172-90.1% | $137,256-90.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 19.11% | 28.72%-9.6pp | 25.30%-6.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,272 | $4,099-69.0% | $3,420-62.8% | $4,156-69.4% |
| Participant deferral / active EE | $1,272 | $5,552-77.1% | $4,690-72.9% | $6,407-80.1% |
| Admin fee / account holder | $271 | $15,028-98.2% | $12,016-97.7% | $12,270-97.8% |