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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 | $107,666-91.8% | $102,184-91.3% | $154,746-94.3% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 27.06% | 29.33%-2.3pp | 31.58%-4.5pp | 172.34%-145.3pp |
| Employer contribution / active EE | $620 | $3,846-83.9% | $3,594-82.7% | $4,379-85.8% |
| Participant deferral / active EE | $952 | $8,719-89.1% | $8,309-88.5% | $6,730-85.9% |
| Admin fee / account holder | $5 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |