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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 | $11,680 | $107,666-89.2% | $102,184-88.6% | $154,746-92.5% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 17.53% | 29.33%-11.8pp | 31.58%-14.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $465 | $3,846-87.9% | $3,594-87.1% | $4,379-89.4% |
| Participant deferral / active EE | $531 | $8,719-93.9% | $8,309-93.6% | $6,730-92.1% |
| Admin fee / account holder | $72 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |