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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 | $5,808 | $100,970-94.2% | $96,576-94.0% | $137,256-95.8% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 25.90% | 38.16%-12.3pp | 38.47%-12.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $71 | $3,809-98.1% | $3,553-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $577 | $8,286-93.0% | $7,956-92.8% | $6,407-91.0% |
| Admin fee / account holder | $19 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |