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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 | $12,468 | $147,556-91.6% | $129,031-90.3% | $198,609-93.7% |
| Participation rate | 61.9% | 77.2%-15.3pp | 73.4%-11.4pp | 82.4%-20.5pp |
| Annual return | 15.88% | 37.41%-21.5pp | 34.67%-18.8pp | 202.70%-186.8pp |
| Employer contribution / active EE | $741 | $3,645-79.7% | $3,226-77.0% | $5,055-85.4% |
| Participant deferral / active EE | $931 | $5,760-83.8% | $5,217-82.1% | $6,977-86.7% |
| Admin fee / account holder | $238 | $15,467-98.5% | $13,208-98.2% | $19,030-98.7% |