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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 | $10,093 | $106,247-90.5% | $96,515-89.5% | $139,466-92.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.01% | 38.47%-18.5pp | 35.73%-15.7pp | 373.66%-353.7pp |
| Employer contribution / active EE | $864 | $4,106-79.0% | $3,740-76.9% | $4,754-81.8% |
| Participant deferral / active EE | $1,190 | $5,456-78.2% | $4,880-75.6% | $6,712-82.3% |
| Admin fee / account holder | $53 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |