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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 | $8,850 | $100,970-91.2% | $96,576-90.8% | $137,256-93.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 27.06% | 38.16%-11.1pp | 38.47%-11.4pp | 220.34%-193.3pp |
| Employer contribution / active EE | $620 | $3,809-83.7% | $3,553-82.6% | $4,156-85.1% |
| Participant deferral / active EE | $952 | $8,286-88.5% | $7,956-88.0% | $6,407-85.1% |
| Admin fee / account holder | $5 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |