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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 | $1,808 | $100,970-98.2% | $96,576-98.1% | $137,256-98.7% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 17.98% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $137 | $3,809-96.4% | $3,553-96.2% | $4,156-96.7% |
| Participant deferral / active EE | $73 | $8,286-99.1% | $7,956-99.1% | $6,407-98.9% |
| Admin fee / account holder | $32 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |