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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 | $115,225-93.3% | $100,712-92.3% | $138,895-94.4% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 24.07% | 40.35%-16.3pp | 33.27%-9.2pp | 145.39%-121.3pp |
| Employer contribution / active EE | $738 | $2,771-73.4% | $2,313-68.1% | $4,194-82.4% |
| Participant deferral / active EE | $922 | $4,699-80.4% | $4,085-77.4% | $6,396-85.6% |
| Admin fee / account holder | $13 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |