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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 | $9,449 | $111,814-91.5% | $103,378-90.9% | $145,978-93.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 15.92% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $946 | $4,215-77.5% | $3,870-75.5% | $4,662-79.7% |
| Participant deferral / active EE | $946 | $5,618-83.2% | $5,058-81.3% | $6,690-85.9% |
| Admin fee / account holder | $155 | $9,764-98.4% | $8,401-98.2% | $13,400-98.8% |