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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 | $10,032 | $107,666-90.7% | $102,184-90.2% | $154,746-93.5% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 23.17% | 29.33%-6.2pp | 31.58%-8.4pp | 172.34%-149.2pp |
| Employer contribution / active EE | $635 | $3,846-83.5% | $3,594-82.3% | $4,379-85.5% |
| Participant deferral / active EE | $635 | $8,719-92.7% | $8,309-92.4% | $6,730-90.6% |
| Admin fee / account holder | $18 | $12,943-99.9% | $11,609-99.8% | $14,365-99.9% |