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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 | $8,971 | $99,345-91.0% | $84,753-89.4% | $273,972-96.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 21.84% | 22.93%-1.1pp | 22.78%-0.9pp | 41.46%-19.6pp |
| Employer contribution / active EE | $2,334 | $4,214-44.6% | $3,574-34.7% | $4,869-52.1% |
| Participant deferral / active EE | $867 | $4,270-79.7% | $3,712-76.7% | $5,287-83.6% |
| Admin fee / account holder | $33 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |