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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 | $9,935 | $96,558-89.7% | $80,977-87.7% | $273,972-96.4% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 4.88% | 15.14%-10.3pp | 17.11%-12.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $599 | $4,869-87.7% | $3,715-83.9% | $4,869-87.7% |
| Participant deferral / active EE | $741 | $6,598-88.8% | $5,696-87.0% | $5,287-86.0% |
| Admin fee / account holder | $109 | $7,493-98.5% | $5,517-98.0% | $10,133-98.9% |