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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 | $7,089 | $99,875-92.9% | $146,866-95.2% | $86,983-91.9% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.5%-1.0pp |
| Annual return | 18.71% | 28.10%-9.4pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $465 | $3,224-85.6% | $4,425-89.5% | $2,584-82.0% |
| Participant deferral / active EE | $490 | $6,322-92.2% | $7,759-93.7% | $4,194-88.3% |
| Admin fee / account holder | $67 | $7,838-99.1% | $13,620-99.5% | $7,856-99.1% |