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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 | $7,215 | $211,224-96.6% | $178,505-96.0% | $145,897-95.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.32% | 30.28%-17.0pp | 27.16%-13.8pp | 552.29%-539.0pp |
| Employer contribution / active EE | $647 | $4,577-85.9% | $3,955-83.6% | $4,663-86.1% |
| Participant deferral / active EE | $970 | $6,966-86.1% | $6,280-84.5% | $6,689-85.5% |
| Admin fee / account holder | $73 | $12,109-99.4% | $10,428-99.3% | $13,390-99.5% |