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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 | $11,772 | $99,875-88.2% | $146,866-92.0% | $86,983-86.5% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.5%-38.1pp | 69.5%-25.1pp |
| Annual return | 21.57% | 28.10%-6.5pp | 102.85%-81.3pp | 25.83%-4.3pp |
| Employer contribution / active EE | $358 | $3,224-88.9% | $4,425-91.9% | $2,584-86.2% |
| Participant deferral / active EE | $967 | $6,322-84.7% | $7,759-87.5% | $4,194-76.9% |
| Admin fee / account holder | $8 | $7,838-99.9% | $13,620-99.9% | $7,856-99.9% |