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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 | $9,691 | $103,392-90.6% | $87,104-88.9% | $152,897-93.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 26.32% | 28.10%-1.8pp | 28.19%-1.9pp | 345.43%-319.1pp |
| Employer contribution / active EE | $939 | $3,221-70.8% | $2,521-62.8% | $4,764-80.3% |
| Participant deferral / active EE | $572 | $4,778-88.0% | $4,048-85.9% | $5,851-90.2% |
| Admin fee / account holder | $169 | $12,194-98.6% | $7,491-97.8% | $11,599-98.5% |