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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 | $11,312 | $162,821-93.1% | $133,978-91.6% | $158,982-92.9% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 20.64% | 41.95%-21.3pp | 45.10%-24.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,098 | $4,976-77.9% | $3,919-72.0% | $4,763-77.0% |
| Participant deferral / active EE | $1,308 | $5,910-77.9% | $5,047-74.1% | $5,983-78.1% |
| Admin fee / account holder | $139 | $11,742-98.8% | $8,930-98.4% | $11,252-98.8% |