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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 | $107,666-91.2% | $102,184-90.8% | $154,746-93.9% |
| Participation rate | 47.6% | 83.7%-36.1pp | 82.6%-35.0pp | 80.7%-33.1pp |
| Annual return | 18.65% | 29.33%-10.7pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,667 | $3,846-56.7% | $3,594-53.6% | $4,379-61.9% |
| Participant deferral / active EE | $1,918 | $8,719-78.0% | $8,309-76.9% | $6,730-71.5% |
| Admin fee / account holder | $70 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |