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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 | $8,932 | $215,361-95.9% | $171,082-94.8% | $273,972-96.7% |
| Participation rate | 43.8% | 82.0%-38.3pp | 76.7%-32.9pp | 83.0%-39.3pp |
| Annual return | 11.56% | 25.14%-13.6pp | 32.56%-21.0pp | 41.46%-29.9pp |
| Employer contribution / active EE | $501 | $4,967-89.9% | $4,002-87.5% | $4,869-89.7% |
| Participant deferral / active EE | $572 | $5,543-89.7% | $4,797-88.1% | $5,287-89.2% |
| Admin fee / account holder | $18 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |