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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 | $9,434 | $100,970-90.7% | $96,576-90.2% | $137,256-93.1% |
| Participation rate | 47.6% | 82.6%-35.0pp | 81.4%-33.8pp | 80.0%-32.3pp |
| Annual return | 18.65% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,667 | $3,809-56.2% | $3,553-53.1% | $4,156-59.9% |
| Participant deferral / active EE | $1,918 | $8,286-76.9% | $7,956-75.9% | $6,407-70.1% |
| Admin fee / account holder | $70 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |