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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 | $97,289-88.0% | $92,805-87.4% | $155,188-92.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 17.53% | 29.03%-11.5pp | 31.59%-14.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $465 | $3,632-87.2% | $3,424-86.4% | $4,248-89.1% |
| Participant deferral / active EE | $531 | $8,795-94.0% | $8,448-93.7% | $6,531-91.9% |
| Admin fee / account holder | $72 | $12,015-99.4% | $10,911-99.3% | $14,480-99.5% |