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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 | $7,339 | $106,267-93.1% | $96,520-92.4% | $139,456-94.7% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 26.10% | 38.45%-12.4pp | 35.72%-9.6pp | 373.45%-347.4pp |
| Employer contribution / active EE | $806 | $4,105-80.4% | $3,739-78.4% | $4,753-83.0% |
| Participant deferral / active EE | $1,216 | $5,454-77.7% | $4,879-75.1% | $6,711-81.9% |
| Admin fee / account holder | $8 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |