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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 | $7,483 | $97,289-92.3% | $92,805-91.9% | $155,188-95.2% |
| Participation rate | 11.1% | 84.2%-73.1pp | 83.5%-72.4pp | 80.8%-69.7pp |
| Annual return | 16.21% | 29.03%-12.8pp | 31.59%-15.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $64 | $3,632-98.2% | $3,424-98.1% | $4,248-98.5% |
| Participant deferral / active EE | $374 | $8,795-95.7% | $8,448-95.6% | $6,531-94.3% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |