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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 | $8,365 | $107,666-92.2% | $102,184-91.8% | $154,746-94.6% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 15.43% | 29.33%-13.9pp | 31.58%-16.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $604 | $3,846-84.3% | $3,594-83.2% | $4,379-86.2% |
| Participant deferral / active EE | $755 | $8,719-91.3% | $8,309-90.9% | $6,730-88.8% |
| Admin fee / account holder | $12 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |