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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 | $10,202 | $211,105-95.2% | $178,449-94.3% | $145,978-93.0% |
| Participation rate | 43.5% | 80.8%-37.3pp | 77.1%-33.6pp | 80.3%-36.8pp |
| Annual return | 12.87% | 30.19%-17.3pp | 27.09%-14.2pp | 550.52%-537.6pp |
| Employer contribution / active EE | $744 | $4,569-83.7% | $3,951-81.2% | $4,662-84.0% |
| Participant deferral / active EE | $1,260 | $6,959-81.9% | $6,277-79.9% | $6,690-81.2% |
| Admin fee / account holder | $118 | $12,017-99.0% | $10,362-98.9% | $13,400-99.1% |