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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 | $11,009 | $103,387-89.4% | $87,102-87.4% | $152,885-92.8% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 17.19% | 28.10%-10.9pp | 28.19%-11.0pp | 345.39%-328.2pp |
| Employer contribution / active EE | $786 | $3,221-75.6% | $2,521-68.8% | $4,763-83.5% |
| Participant deferral / active EE | $811 | $4,778-83.0% | $4,048-80.0% | $5,851-86.1% |
| Admin fee / account holder | $118 | $12,193-99.0% | $7,491-98.4% | $11,598-99.0% |