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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 | $107,666-98.3% | $102,184-98.2% | $154,746-98.8% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.6%-42.6pp | 80.7%-40.7pp |
| Annual return | 17.98% | 29.33%-11.3pp | 31.58%-13.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $137 | $3,846-96.4% | $3,594-96.2% | $4,379-96.9% |
| Participant deferral / active EE | $73 | $8,719-99.2% | $8,309-99.1% | $6,730-98.9% |
| Admin fee / account holder | $32 | $12,943-99.8% | $11,609-99.7% | $14,365-99.8% |