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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 | $8,539 | $182,442-95.3% | $163,379-94.8% | $138,895-93.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 21.72% | 72.74%-51.0pp | 63.41%-41.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $510 | $4,159-87.7% | $3,752-86.4% | $4,194-87.8% |
| Participant deferral / active EE | $1,083 | $6,817-84.1% | $6,282-82.8% | $6,396-83.1% |
| Admin fee / account holder | $108 | $10,396-99.0% | $9,818-98.9% | $12,562-99.1% |