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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 | $9,921 | $100,970-90.2% | $96,576-89.7% | $137,256-92.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 20.80% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $85 | $3,809-97.8% | $3,553-97.6% | $4,156-98.0% |
| Participant deferral / active EE | $101 | $8,286-98.8% | $7,956-98.7% | $6,407-98.4% |
| Admin fee / account holder | $34 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |