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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 | $11,641 | $93,598-87.6% | $135,974-91.4% | $75,173-84.5% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 22.71% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $854 | $3,538-75.9% | $4,859-82.4% | $2,671-68.0% |
| Participant deferral / active EE | $1,350 | $6,405-78.9% | $7,760-82.6% | $4,126-67.3% |
| Admin fee / account holder | $144 | $6,978-97.9% | $10,767-98.7% | $5,651-97.5% |