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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 | $7,793 | $97,289-92.0% | $92,805-91.6% | $155,188-95.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 19.66% | 29.03%-9.4pp | 31.59%-11.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $999 | $3,632-72.5% | $3,424-70.8% | $4,248-76.5% |
| Participant deferral / active EE | $1,225 | $8,795-86.1% | $8,448-85.5% | $6,531-81.2% |
| Admin fee / account holder | $45 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |