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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 | $9,499 | $99,875-90.5% | $146,866-93.5% | $86,983-89.1% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.5%-22.5pp |
| Annual return | 25.54% | 28.10%-2.6pp | 102.85%-77.3pp | 25.83%-0.3pp |
| Employer contribution / active EE | $320 | $3,224-90.1% | $4,425-92.8% | $2,584-87.6% |
| Participant deferral / active EE | $1,332 | $6,322-78.9% | $7,759-82.8% | $4,194-68.2% |
| Admin fee / account holder | $13 | $7,838-99.8% | $13,620-99.9% | $7,856-99.8% |