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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 | $10,164 | $105,856-90.4% | $90,161-88.7% | $147,586-93.1% |
| Participation rate | 52.6% | 79.7%-27.1pp | 76.9%-24.2pp | 82.8%-30.2pp |
| Annual return | 25.31% | 37.63%-12.3pp | 34.89%-9.6pp | 578.59%-553.3pp |
| Employer contribution / active EE | $667 | $4,126-83.8% | $3,318-79.9% | $4,876-86.3% |
| Participant deferral / active EE | $1,208 | $5,733-78.9% | $5,287-77.1% | $5,439-77.8% |
| Admin fee / account holder | $22 | $8,046-99.7% | $5,943-99.6% | $10,886-99.8% |