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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 | $8,249 | $215,361-96.2% | $171,082-95.2% | $273,972-97.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 10.30% | 25.14%-14.8pp | 32.56%-22.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $366 | $4,967-92.6% | $4,002-90.9% | $4,869-92.5% |
| Participant deferral / active EE | $404 | $5,543-92.7% | $4,797-91.6% | $5,287-92.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |