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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 | $97,289-89.8% | $92,805-89.3% | $155,188-93.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 20.80% | 29.03%-8.2pp | 31.59%-10.8pp | 148.84%-128.0pp |
| Employer contribution / active EE | $85 | $3,632-97.7% | $3,424-97.5% | $4,248-98.0% |
| Participant deferral / active EE | $101 | $8,795-98.9% | $8,448-98.8% | $6,531-98.5% |
| Admin fee / account holder | $34 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |