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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 | $8,904 | $124,425-92.8% | $112,040-92.1% | $137,256-93.5% |
| Participation rate | 36.4% | 79.3%-42.9pp | 76.5%-40.1pp | 80.0%-43.6pp |
| Annual return | 24.19% | 24.72%-0.5pp | 24.52%-0.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $816 | $3,411-76.1% | $2,954-72.4% | $4,156-80.4% |
| Participant deferral / active EE | $1,154 | $5,718-79.8% | $5,098-77.4% | $6,407-82.0% |
| Admin fee / account holder | $38 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |