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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 | $15,426 | $99,875-84.6% | $146,866-89.5% | $86,983-82.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 23.17% | 28.10%-4.9pp | 102.85%-79.7pp | 25.83%-2.7pp |
| Employer contribution / active EE | $795 | $3,224-75.3% | $4,425-82.0% | $2,584-69.2% |
| Participant deferral / active EE | $1,343 | $6,322-78.8% | $7,759-82.7% | $4,194-68.0% |
| Admin fee / account holder | $29 | $7,838-99.6% | $13,620-99.8% | $7,856-99.6% |