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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 | $10,345 | $93,617-88.9% | $135,982-92.4% | $75,177-86.2% |
| Participation rate | 42.6% | 75.2%-32.6pp | 81.9%-39.3pp | 67.2%-24.6pp |
| Annual return | 21.10% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.7pp |
| Employer contribution / active EE | $834 | $3,538-76.4% | $4,859-82.8% | $2,671-68.8% |
| Participant deferral / active EE | $1,177 | $6,406-81.6% | $7,760-84.8% | $4,126-71.5% |
| Admin fee / account holder | $173 | $6,980-97.5% | $10,767-98.4% | $5,651-96.9% |