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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 | $7,713 | $112,729-93.2% | $98,716-92.2% | $137,256-94.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 24.07% | 38.48%-14.4pp | 31.81%-7.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $738 | $2,725-72.9% | $2,279-67.6% | $4,156-82.2% |
| Participant deferral / active EE | $922 | $4,640-80.1% | $4,048-77.2% | $6,407-85.6% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |